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
$153M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$4.81M
2 +$4.12M
3 +$1.51M
4
CPRI icon
Capri Holdings
CPRI
+$1.32M
5
OABI icon
OmniAb
OABI
+$1.07M

Top Sells

1 +$4.61M
2 +$1.81M
3 +$1.08M
4
GASS icon
StealthGas
GASS
+$551K
5
IMPP icon
Imperial Petroleum
IMPP
+$535K

Sector Composition

1 Industrials 53.99%
2 Communication Services 12.51%
3 Consumer Staples 11.81%
4 Consumer Discretionary 5.46%
5 Healthcare 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$33.4K 0.02%
1,600
+1,567
27
-14,850
28
-140,000
29
-10,000
30
0