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
$140M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$9.8M
2 +$6.29M

Top Sells

1 +$9.85M

Sector Composition

1 Healthcare 74.42%
2 Consumer Staples 25.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$60.5M 43.05%
163,379
-26,621
2
$44.1M 31.37%
1,050,000
+150,000
3
$35.9M 25.58%
550,000
+150,000