TLA

Tree Line Advisors Portfolio holdings

AUM $384M
1-Year Est. Return 103.34%
This Quarter Est. Return
1 Year Est. Return
+103.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$50.2M

Top Sells

1 +$7.92M

Sector Composition

1 Consumer Discretionary 71.82%
2 Healthcare 12.33%
3 Communication Services 8.98%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$78.6M 34.24%
470,000
+300,000
2
$56.6M 24.67%
1,830,000
3
$29.6M 12.9%
1,050,000
4
$28.3M 12.33%
875,000
5
$20.6M 8.98%
1,460,000
6
$15.8M 6.87%
320,000
7
-710,000