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
$44.7M
AUM Growth
-$78K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$340K
2 +$225K
3 +$207K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$126K

Top Sells

1 +$586K
2 +$381K
3 +$337K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$263K
5
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$158K

Sector Composition

1 Energy 26.79%
2 Industrials 4.19%
3 Healthcare 4.01%
4 Financials 3.98%
5 Technology 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-22,257