LIM
Lagoda Investment Management Portfolio holdings
AUM
$173M
1-Year Est. Return
23.05%
This Fund
S&P 500
1 Year Est. Return
+23.05%
AUM
$173M
AUM Growth
-$4.05M
(-2.3%)
Holding
26
Top Buys
| 1 | +$3.89M | |
| 2 | +$2.82M | |
| 3 | +$897K | |
| 4 |
Texas Pacific Land
TPL
|
+$594K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$583K |
Top Sells
| 1 | +$1.49M | |
| 2 | +$1.14M | |
| 3 | +$1.04M | |
| 4 |
Digimarc
DMRC
|
+$567K |
| 5 |
TSMC
TSM
|
+$477K |
Sector Composition
| 1 | Healthcare | 27.94% |
| 2 | Technology | 21.58% |
| 3 | Energy | 17.33% |
| 4 | Financials | 12.71% |
| 5 | Industrials | 11.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Abbott
ABT
$189B
| – | – |
-160
|
|