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
51
$1.5M 0.26%
18,220
52
$1.48M 0.26%
19,348
53
$1.48M 0.26%
40,950
+3,450
54
$1.39M 0.24%
16,704
55
$1.25M 0.22%
141,200
56
$1.15M 0.2%
14,178
+137
57
$1.07M 0.19%
19,850
+530
58
$1.07M 0.19%
6
59
$1.05M 0.18%
15,012
+40
60
$1.03M 0.18%
8,716
-200
61
$1.01M 0.18%
79,437
-15,049
62
$866K 0.15%
24,779
63
$764K 0.13%
10,200
-600
64
$735K 0.13%
14,513
65
$696K 0.12%
7,175
+1,975
66
$664K 0.12%
12,500
67
$504K 0.09%
5,550
68
$451K 0.08%
3,307
69
$386K 0.07%
20,000
70
$367K 0.06%
4,200
71
$346K 0.06%
+8,000
72
$293K 0.05%
7,300
-6,800
73
$272K 0.05%
3,000
+100
74
$263K 0.05%
7,477
75
$262K 0.05%
6,700
1 2
3
4