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
$617M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$8.61M
3
+$524K
4
BIIB icon
Biogen
BIIB
+$395K
5
NEOG icon
Neogen
NEOG
+$308K

Top Sells

1
+$3.82M
2
+$2.35M
3
+$1.17M
4
GE icon
GE Aerospace
GE
+$1.06M
5
JNJ icon
Johnson & Johnson
JNJ
+$626K

Sector Composition

1 Healthcare 32.75%
2 Technology 15.49%
3 Industrials 11.13%
4 Consumer Staples 10.6%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.03%
+2,000
77
$200K 0.03%
+2,700
78
– –
-193,077
79
– –
-78,053
1 2 3
4