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
$325M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$9.67M
2 +$6.08M
3 +$5.8M
4
JPM icon
JPMorgan Chase
JPM
+$3.41M
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.6M

Sector Composition

1 Healthcare 20.52%
2 Financials 18.6%
3 Materials 10.37%
4 Technology 9.55%
5 Energy 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$14K ﹤0.01%
592,970
-1,100
52
-120