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
$569M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$110K

Top Sells

1 +$29.1M

Sector Composition

1 Consumer Discretionary 75.45%
2 Healthcare 12.64%
3 Communication Services 11.89%
4 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$261M 45.82%
2,430,000
2
$96.3M 16.93%
1,600,000
3
$72.3M 12.71%
335,000
-135,000
4
$71.9M 12.64%
875,000
5
$67.6M 11.89%
1,460,000
6
$110K 0.02%
+2,500