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
$2.25B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.76M
3
+$1.08M
4
NEE icon
NextEra Energy
NEE
+$1.08M
5
WES icon
Western Midstream Partners
WES
+$1M

Top Sells

1
+$6.27M
2
+$2.45M
3
+$1.51M
4
PG icon
Procter & Gamble
PG
+$324K
5
TRP icon
TC Energy
TRP
+$317K

Sector Composition

1 Technology 44.95%
2 Financials 9%
3 Energy 7.34%
4 Industrials 6.59%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.93M 0.09%
12,585
177
$1.93M 0.09%
21,028
178
$1.92M 0.09%
53,150
179
$1.91M 0.08%
32,930
180
$1.89M 0.08%
81,141
181
$1.87M 0.08%
50,639
182
$1.86M 0.08%
1,934
183
$1.85M 0.08%
33,209
+650
184
$1.85M 0.08%
54,800
+6,200
185
$1.85M 0.08%
48,000
186
$1.83M 0.08%
35,450
187
$1.82M 0.08%
46,310
188
$1.82M 0.08%
13,255
189
$1.82M 0.08%
47,890
-64,527
190
$1.81M 0.08%
7,320
191
$1.8M 0.08%
88,230
192
$1.79M 0.08%
24,966
193
$1.76M 0.08%
4,218
+439
194
$1.73M 0.08%
42,575
195
$1.72M 0.08%
2,261
+9
196
$1.67M 0.07%
7,477
197
$1.66M 0.07%
10,297
+153
198
$1.65M 0.07%
30,499
-300
199
$1.64M 0.07%
44,140
+131
200
$1.63M 0.07%
14,380
-390
6 7
8
9 10