TL

TowerView LLC Portfolio holdings

AUM $140M
1-Year Est. Return 3.67%
This Quarter Est. Return
1 Year Est. Return
-3.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$3.9M
2 +$2.1M
3 +$845K
4
ALCO icon
Alico
ALCO
+$490K
5
S
Sprint Corporation
S
+$488K

Top Sells

1 +$2.8M
2 +$1.42M
3 +$467K
4
DLB icon
Dolby
DLB
+$372K
5
INDT
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
+$154K

Sector Composition

1 Industrials 40.63%
2 Communication Services 20.99%
3 Technology 16.72%
4 Consumer Discretionary 13.3%
5 Real Estate 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$139K 0.07%
7,500
-7,500
27
$75K 0.04%
25,000
28
$10K ﹤0.01%
1,818
-1,364
29
-6,000