TL

Tirschwell & Loewy Portfolio holdings

AUM $731M
1-Year Est. Return 15.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.44%
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
+$2.2M
2
+$1.41M
3
+$989K
4
SYT
Syngenta Ag
SYT
+$529K
5
SIRO
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
+$511K

Top Sells

1
+$2.16M
2
+$900K
3
+$268K
4
OXY icon
Occidental Petroleum
OXY
+$245K
5
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$228K

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
76
$248K 0.04%
8,523
77
$232K 0.04%
+2,499
78
$220K 0.04%
7,000
-800
79
$215K 0.04%
+3,325
80
– –
-18,785
81
– –
-195,367
1 2 3
4