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
$155M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$7.88M
2 +$1.52M
3 +$748K
4
LWAY icon
Lifeway Foods
LWAY
+$518K
5
X
US Steel
X
+$353K

Sector Composition

1 Industrials 54.66%
2 Communication Services 16.42%
3 Consumer Staples 11.74%
4 Consumer Discretionary 5.37%
5 Healthcare 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-10,000
27
-308,500
28
-8,500
29
-15,000