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
$207M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$30.4M
3
+$13.7M

Top Sells

1
+$25.7M
2
+$22.6M
3
+$16.6M

Sector Composition

1 Healthcare 93.37%
2 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.6M 23%
1,075,000
-375,000
2
$40.1M 19.4%
+230,000
3
$38.4M 18.56%
85,000
-50,000
4
$36.6M 17.73%
500,000
-350,000
5
$30.4M 14.68%
+746,253
6
$13.7M 6.63%
+452,972