TLP

Tri Locum Partners Portfolio holdings

AUM $713M
1-Year Est. Return 68.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+68.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$41.1M
3
+$36.8M
4
VERA icon
Vera Therapeutics
VERA
+$18M
5
AXSM icon
Axsome Therapeutics
AXSM
+$15.1M

Top Sells

1
+$34.3M
2
+$29.2M
3
+$20.5M
4
INSP icon
Inspire Medical Systems
INSP
+$19.4M
5
UNH icon
UnitedHealth
UNH
+$18.9M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,046,846
27
– –
-60,584
28
– –
-216,578
29
– –
-149,244
1
2