TL

Tirschwell & Loewy Portfolio holdings

AUM $731M
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$575M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.49M
3
+$1.09M
4
SYT
Syngenta Ag
SYT
+$535K
5
SIRO
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
+$517K

Top Sells

1
+$2.16M
2
+$900K
3
+$273K
4
OXY icon
Occidental Petroleum
OXY
+$244K
5
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$236K

Sector Composition

1 Healthcare 29.04%
2 Technology 17.14%
3 Industrials 12.26%
4 Consumer Staples 10.56%
5 Energy 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.35M 1.45%
286,580
+78,580
27
$7.48M 1.3%
101,967
+5,030
28
$7.32M 1.27%
138,569
+100
29
$6.67M 1.16%
79,300
-100
30
$6.53M 1.14%
38,374
+1,750
31
$6.21M 1.08%
165,730
+5,990
32
$5.28M 0.92%
256,377
-8,250
33
$5.2M 0.9%
70,381
-300
34
$4.99M 0.87%
71,065
+7,360
35
$4.87M 0.85%
160,923
-1,101
36
$3.8M 0.66%
15,665
+1,025
37
$3.64M 0.63%
51,475
+290
38
$3.43M 0.6%
29,410
+1,170
39
$3.38M 0.59%
70,668
-822
40
$3.01M 0.52%
48,753
-737
41
$2.95M 0.51%
71,560
+9,625
42
$2.74M 0.48%
27,054
43
$2.61M 0.45%
86,223
-7,800
44
$2.6M 0.45%
63,280
+1,645
45
$2.45M 0.43%
49,100
+1,800
46
$2.4M 0.42%
48,845
+1,800
47
$1.78M 0.31%
27,300
48
$1.68M 0.29%
17,250
-300
49
$1.61M 0.28%
38,900
50
$1.58M 0.27%
8,796
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