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
$298M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M

Top Sells

1 +$15.8M

Sector Composition

1 Consumer Discretionary 78.67%
2 Healthcare 12.21%
3 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$99.7M 33.45%
470,000
2
$97.7M 32.8%
2,430,000
+600,000
3
$37M 12.41%
1,050,000
4
$36.4M 12.21%
875,000
5
$27.2M 9.12%
1,460,000
6
-320,000