TYCC

Texas Yale Capital Corp Portfolio holdings

AUM $3.18B
1-Year Est. Return 47.18%
This Quarter Est. Return
1 Year Est. Return
+47.18%
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
+$2.06M
3
+$1.23M
4
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.22M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$967K

Top Sells

1
+$2.36M
2
+$1.91M
3
+$743K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$674K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$573K

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
101
$2.24M 0.19%
15,010
+2,531
102
$2.2M 0.19%
14,720
103
$2.2M 0.19%
14,073
104
$2.18M 0.19%
91,780
-4,455
105
$2.16M 0.19%
22,556
106
$2.16M 0.19%
41,254
-4,485
107
$2.15M 0.19%
31,541
-900
108
$2.07M 0.18%
7,866
+735
109
$2.06M 0.18%
60,375
-600
110
$2.05M 0.18%
15,200
111
$2.03M 0.17%
38,994
+1,782
112
$1.99M 0.17%
14,582
+429
113
$1.98M 0.17%
43,092
114
$1.96M 0.17%
31,110
115
$1.95M 0.17%
25,067
+3,050
116
$1.94M 0.17%
19,518
117
$1.93M 0.17%
20,629
118
$1.89M 0.16%
36,103
119
$1.85M 0.16%
152,700
120
$1.85M 0.16%
59,175
+11,000
121
$1.84M 0.16%
12,025
122
$1.84M 0.16%
8,526
-175
123
$1.82M 0.16%
84,512
124
$1.81M 0.16%
13,351
125
$1.81M 0.16%
36,101
-377
3 4
5
6 7