TCB

Texas Capital Bancshares Portfolio holdings

AUM $276M
1-Year Est. Return 21.62%
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.1M
AUM Growth
-$46K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$206K
2
+$47K

Top Sells

1
+$353K
2
+$257K
3
+$231K
4
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$162K
5
XOM icon
Exxon Mobil
XOM
+$145K

Sector Composition

1 Energy 32.62%
2 Financials 3.89%
3 Industrials 2.86%
4 Consumer Staples 1.78%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$309K 0.7%
3,200
-219
27
$270K 0.61%
3,897
28
$250K 0.57%
10,419
29
$206K 0.47%
+7,905
30
– –
-4,424
1
2