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Lagoda Investment Management Portfolio holdings

AUM $162M
1-Year Est. Return 49.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.45M
3
+$2.05M
4
QXO
QXO Inc
QXO
+$1.77M
5
VNRX icon
VolitionRx Ltd
VNRX
+$1.12M

Top Sells

1
+$7.73M
2
+$4.5M
3
+$3.4M
4
NTRA icon
Natera
NTRA
+$3.21M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.74M

Sector Composition

1 Energy 25.23%
2 Healthcare 24.28%
3 Technology 23.36%
4 Industrials 12.01%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
26
Alibaba
BABA
$258B
– –
-5,508
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.44T
– –
-1,505
RIVN icon
28
Rivian
RIVN
$21.8B
– –
-4,400
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