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
$582M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$749K
3
+$598K
4
STT icon
State Street
STT
+$556K
5
CGNX icon
Cognex
CGNX
+$537K

Top Sells

1
+$2.85M
2
+$1.25M
3
+$377K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$293K
5
CAT icon
Caterpillar
CAT
+$272K

Sector Composition

1 Healthcare 30.43%
2 Technology 15.81%
3 Industrials 12.06%
4 Consumer Staples 10.84%
5 Energy 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,000
77
– –
-2,499
78
– –
-7,000
79
– –
-7,300
1 2 3
4