TSS

Thomas Story & Son Portfolio holdings

AUM $272M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.63M
2 +$3.77M
3 +$1.96M
4
GD icon
General Dynamics
GD
+$394K
5
TSCO icon
Tractor Supply
TSCO
+$382K

Top Sells

1 +$4.08M
2 +$240K
3 +$125K
4
HD icon
Home Depot
HD
+$36.6K
5
LIN icon
Linde
LIN
+$4.66K

Sector Composition

1 Technology 22.79%
2 Consumer Discretionary 17.18%
3 Financials 13.33%
4 Consumer Staples 13.07%
5 Industrials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,260