South Texas Money Management Top 10 Holdings June 2012
0.10%May 25 | MyPlanIQ portfolio symbol P_38115

Given that, I thought it would be worth looking at their top 10 holdings to see how that selection of stocks is faring.
STMM’s portfolio’s top 10 holdings are:

  • Technology Select Sector of the S&P 500 (XLK)
  • iShares S&P SmallCap 600 (IJR)
  • International Business Machines (IBM)
  • Patterson-UTI Energy (PTEN)
  • UnitedHealth Group (UNH)
  • Texas Instruments (TXN)
  • Bristol-Myers Squibb (BMY)
  • Archer Daniels Midland (ADM)
  • Hancock Holding (HBHC)
  • FedEx (FDX)


Click here for comparison with other funds, portfolios or stocks

Historical Return Chart

Click here for interactive chart

Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Rolling Returns

From 03/24/2005 to 05/25/2018, the worst annualized return of 3-year rolling returns is -11.97%.

From 03/24/2005 to 05/25/2018, the worst annualized return of 5-year rolling returns is -0.54%.

From 03/24/2005 to 05/25/2018, the worst annualized return of 10-year rolling returns is 7.2%.

Maximum Drawdown

Click here for more portfolio details and features ►

Create a new model portfolio with personal personal risk profile for a brokerage account

Portfolio Helper