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
$572M
AUM Growth
+$34K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$4.24M
3
+$1.82M
4
MA icon
Mastercard
MA
+$1.31M
5
XRAY icon
Dentsply Sirona
XRAY
+$1.15M

Top Sells

1
+$10.4M
2
+$2.16M
3
+$1.05M
4
SYT
Syngenta Ag
SYT
+$854K
5
HSY icon
Hershey
HSY
+$730K

Sector Composition

1 Healthcare 42.83%
2 Industrials 12.38%
3 Technology 9.07%
4 Consumer Staples 8.92%
5 Financials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,108
77
– –
-166,611
78
– –
-24,650
1 2 3
4