TLP

Tri Locum Partners Portfolio holdings

AUM $770M
1-Year Est. Return 78.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+78.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.9M
3
+$14.8M
4
ARGX icon
argenx
ARGX
+$14.7M
5
APLS icon
Apellis Pharmaceuticals
APLS
+$12.5M

Top Sells

1
+$28.6M
2
+$25.1M
3
+$14.7M
4
MRK icon
Merck
MRK
+$13.7M
5
MDT icon
Medtronic
MDT
+$13M

Sector Composition

1 Healthcare 88.73%
2 Consumer Staples 4.9%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-122,503
52
– –
-377,708
53
– –
-261,500
54
– –
-312,400
1 2
3