TB

Terril Brothers Portfolio holdings

AUM $266M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$6.58M
3 +$1.24M
4
AAL icon
American Airlines Group
AAL
+$745K
5
JPM icon
JPMorgan Chase
JPM
+$150K

Top Sells

1 +$694K
2 +$478K
3 +$377K
4
C icon
Citigroup
C
+$360K
5
ALLY icon
Ally Financial
ALLY
+$331K

Sector Composition

1 Financials 32.75%
2 Technology 19.25%
3 Consumer Discretionary 13.18%
4 Industrials 12.85%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-20,000