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

Top Buys

1 +$9.1M
2 +$5.66M
3 +$5.31M
4
LUV icon
Southwest Airlines
LUV
+$4.8M
5
WES icon
Western Midstream Partners
WES
+$4.01M

Top Sells

1 +$3.21M
2 +$2.01M
3 +$351K
4
NEM icon
Newmont
NEM
+$316K
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