TLM

Twin Lions Management Portfolio holdings

AUM $152M
1-Year Est. Return 12.66%
This Quarter Est. Return
1 Year Est. Return
+12.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$921K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.17M
3
+$791K
4
OZK icon
Bank OZK
OZK
+$779K
5
CACC icon
Credit Acceptance
CACC
+$279K

Top Sells

1
+$2.92M
2
+$2.91M

Sector Composition

1 Financials 52.77%
2 Consumer Discretionary 26.8%
3 Consumer Staples 20.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 22.59%
45,471
+540
2
$21.2M 20.43%
241,456
+36,050
3
$20.7M 19.91%
674,463
+147,528
4
$12.4M 11.91%
319,642
+20,411
5
$12M 11.56%
276,530
+17,918
6
$7.16M 6.89%
84,651
-34,522
7
$6.97M 6.71%
231,566
-96,770