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
$567M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.49M
3
+$1.53M
4
WSM icon
Williams-Sonoma
WSM
+$942K
5
HPE icon
Hewlett Packard
HPE
+$467K

Top Sells

1
+$4.64M
2
+$2M
3
+$1.84M
4
BF.B icon
Brown-Forman Class B
BF.B
+$936K
5
OXY icon
Occidental Petroleum
OXY
+$823K

Sector Composition

1 Healthcare 41.06%
2 Industrials 11.92%
3 Technology 10.32%
4 Consumer Staples 9.08%
5 Energy 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$230K 0.04%
2,700
77
$213K 0.04%
8,108
78
$205K 0.04%
1,000
79
– –
-3,340
1 2 3
4