TL

Tirschwell & Loewy Portfolio holdings

AUM $731M
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
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
+$2.29M
2
+$1.49M
3
+$1.09M
4
SYT
Syngenta Ag
SYT
+$535K
5
SIRO
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
+$517K

Top Sells

1
+$2.16M
2
+$900K
3
+$273K
4
OXY icon
Occidental Petroleum
OXY
+$244K
5
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$236K

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
1
$36M 6.26%
128,830
+1,136
2
$33.3M 5.79%
359,041
-460
3
$32.3M 5.61%
239,538
+790
4
$22.1M 3.84%
240,935
-736
5
$20.3M 3.54%
841,134
+12,068
6
$19.6M 3.4%
1,025,000
+12,900
7
$19.5M 3.38%
374,923
+7,104
8
$18.6M 3.24%
73,010
+494
9
$17.7M 3.08%
221,307
+6,690
10
$17.7M 3.08%
196,255
+2,290
11
$17.4M 3.03%
342,468
+571
12
$16.7M 2.91%
191,828
-561
13
$15.8M 2.74%
129,575
+3,745
14
$15.7M 2.73%
916,939
+11,231
15
$15M 2.61%
813,780
+22,200
16
$14.1M 2.45%
155,034
-1,925
17
$13.2M 2.3%
262,251
+29,599
18
$13M 2.26%
289,698
+5,661
19
$12.7M 2.21%
366,680
+31,380
20
$12.4M 2.16%
92,518
+285
21
$11.6M 2.02%
101,673
-550
22
$9.95M 1.73%
187,030
+5,760
23
$9.76M 1.7%
107,164
-2,683
24
$8.8M 1.53%
208,645
+6,620
25
$8.47M 1.47%
84,582
-151
1
2 3 4