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
$204M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$3.37M
3 +$1.01M
4
EMO
ClearBridge Energy Midstream Opportunity Fund
EMO
+$926K
5
BAC icon
Bank of America
BAC
+$598K

Sector Composition

1 Materials 17.8%
2 Technology 15.49%
3 Healthcare 9.51%
4 Energy 9.32%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$62.2K 0.03%
+10,000
52
$9.8K ﹤0.01%
10,000
53
-6,000
54
-27,202
55
-1,220
56
-12,243