TB

Terril Brothers Portfolio holdings

AUM $330M
1-Year Est. Return 21.09%
This Quarter Est. Return
1 Year Est. Return
+21.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$8.98M
2 +$7.73M
3 +$2.83M
4
CELG
Celgene Corp
CELG
+$981K
5
BMY icon
Bristol-Myers Squibb
BMY
+$274K

Top Sells

1 +$24.1M
2 +$1.12M
3 +$304K
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$294K
5
BIIB icon
Biogen
BIIB
+$164K

Sector Composition

1 Healthcare 22.92%
2 Financials 16.93%
3 Technology 10.93%
4 Materials 9.81%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6K ﹤0.01%
583,720
52
-6,304
53
-206,120