THCM

Tipp Hill Capital Management Portfolio holdings

AUM $513
1-Year Est. Return 8.68%
This Quarter Est. Return
1 Year Est. Return
-8.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$513
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$513

Top Sells

1
+$1.82M
2
+$1.38M
3
+$1.25M
4
HCA icon
HCA Healthcare
HCA
+$693K
5
VC icon
Visteon
VC
+$559K

Sector Composition

1 Industrials 100%
2 Consumer Discretionary 0%
3 Financials 0%
4 Healthcare 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSNN
1
DELISTED
Fusion Connect, Inc. Common Stock
FSNN
$513 100%
+207
COOP
2
DELISTED
Mr. Cooper
COOP
– –
-47,000
HCA icon
3
HCA Healthcare
HCA
$101B
– –
-9,000
THC icon
4
Tenet Healthcare
THC
$17.9B
– –
-50,000
VC icon
5
Visteon
VC
$3.13B
– –
-8,500
EVA
6
DELISTED
Enviva Inc.
EVA
– –
-80,000
PPP
7
DELISTED
Primero Mining Corp
PPP
– –
-206,000
WLH
8
DELISTED
WILLIAM LYON HOMES
WLH
– –
-27,000