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
$216M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$461K
2 +$293K
3 +$250K

Top Sells

1 +$1.83M
2 +$1.12M
3 +$946K
4
AET
Aetna Inc
AET
+$845K
5
CI icon
Cigna
CI
+$765K

Sector Composition

1 Industrials 42.05%
2 Communication Services 21.24%
3 Technology 16.28%
4 Consumer Discretionary 13.98%
5 Real Estate 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,500
27
-48,827
28
-5,000
29
-10,000