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
$350M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$8.86M
3 +$5.34M
4
MMM icon
3M
MMM
+$5.22M
5
LUV icon
Southwest Airlines
LUV
+$5.05M

Top Sells

1 +$3.25M
2 +$2.28M
3 +$330K
4
NEM icon
Newmont
NEM
+$258K
5
VST icon
Vistra
VST
+$245K

Sector Composition

1 Technology 20.61%
2 Communication Services 19.48%
3 Materials 12.48%
4 Financials 11.35%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,070