TL

TowerView LLC Portfolio holdings

AUM $138M
1-Year Est. Return 10.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$782K
2 +$719K
3 +$298K
4
ALCO icon
Alico
ALCO
+$255K
5
BEL
Belmond Ltd.
BEL
+$183K

Top Sells

1 +$951K
2 +$738K
3 +$232K
4
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$62.3K

Sector Composition

1 Consumer Discretionary 33.55%
2 Industrials 31.78%
3 Communication Services 25.49%
4 Real Estate 3.06%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$82K 0.04%
+30,000
27
-23,641
28
0