TYCC
Texas Yale Capital Corp Portfolio holdings
AUM
$3.05B
This Quarter Return
-5.49%
1 Year Return
+55.49%
3 Year Return
+169.91%
5 Year Return
+277.95%
10 Year Return
+451.3%
AUM
$2.1B
AUM Growth
-$152M
(-6.7%)
Cap. Flow
+$8.33M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
47.86%
Holding
459
New
11
Increased
134
Reduced
85
Closed
14
Top Buys
| 1 |
United Parcel Service
UPS
|
$2.34M |
| 2 |
Sunoco
SUN
|
$2.34M |
| 3 |
lululemon athletica
LULU
|
$2.13M |
| 4 |
MPLX
MPLX
|
$1.13M |
| 5 |
Western Midstream Partners
WES
|
$935K |
Top Sells
| 1 |
NS
NuStar Energy L.P.
NS
|
$1.89M |
| 2 |
Bank of America
BAC
|
$1.16M |
| 3 |
Apple
AAPL
|
$568K |
| 4 |
McDonald's
MCD
|
$481K |
| 5 |
Amazon
AMZN
|
$441K |
Sector Composition
| 1 | Technology | 41.28% |
| 2 | Financials | 9.35% |
| 3 | Energy | 8.15% |
| 4 | Industrials | 6.93% |
| 5 | Consumer Discretionary | 4.99% |
