TB

Terril Brothers Portfolio holdings

AUM $381M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
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 +$9.72M
2 +$7.8M
3 +$2.87M
4
CELG
Celgene Corp
CELG
+$1.03M
5
BMY icon
Bristol-Myers Squibb
BMY
+$267K

Top Sells

1 +$24.1M
2 +$1.19M
3 +$308K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$304K
5
BIIB icon
Biogen
BIIB
+$159K

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