THP

Tower House Partners Portfolio holdings

AUM $16.8M
1-Year Est. Return 41.98%
This Quarter Est. Return
1 Year Est. Return
-41.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$23.5M

Top Sells

1
+$30.4M
2
+$3.33M

Sector Composition

1 Healthcare 80.45%
2 Consumer Staples 19.55%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.2M 52.68%
190,000
-10,000
2
$33.3M 27.77%
+900,000
3
$23.5M 19.55%
+400,000
4
– –
-300,000