TYCC

Texas Yale Capital Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 37.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$171K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.1M
3
+$1.26M
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.24M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$984K

Top Sells

1
+$2.36M
2
+$1.93M
3
+$767K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$692K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$590K

Sector Composition

1 Technology 28.08%
2 Energy 12.71%
3 Financials 9.3%
4 Industrials 6.56%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-102,735
15 16 17 18
19