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
151
$1.54M 0.13%
117,586
152
$1.53M 0.13%
12,465
153
$1.53M 0.13%
28,055
-2,877
154
$1.51M 0.13%
34,804
+4,700
155
$1.49M 0.13%
10,273
156
$1.49M 0.13%
1,270
157
$1.48M 0.13%
14,044
+560
158
$1.48M 0.13%
13,416
-925
159
$1.48M 0.13%
42,050
160
$1.47M 0.13%
23,265
161
$1.47M 0.13%
46,681
-3,739
162
$1.46M 0.13%
6,580
+105
163
$1.46M 0.13%
76,300
+3,820
164
$1.45M 0.12%
9,800
165
$1.43M 0.12%
8,401
166
$1.43M 0.12%
9,735
+4
167
$1.43M 0.12%
20,865
-1,900
168
$1.4M 0.12%
18,607
169
$1.38M 0.12%
40,400
+24,000
170
$1.38M 0.12%
30,950
171
$1.37M 0.12%
13,254
+485
172
$1.37M 0.12%
8,290
173
$1.36M 0.12%
5,618
174
$1.36M 0.12%
50,965
+950
175
$1.35M 0.12%
10,338
5 6
7
8 9