LIM

Lagoda Investment Management Portfolio holdings

AUM $173M
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$603K
2 +$211K
3 +$113K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$72.2K
5
PGEN icon
Precigen
PGEN
+$60.8K

Top Sells

1 +$1.3M
2 +$501K
3 +$459K
4
DMRC icon
Digimarc
DMRC
+$419K
5
TRUP icon
Trupanion
TRUP
+$398K

Sector Composition

1 Technology 28.39%
2 Financials 23.34%
3 Healthcare 21.47%
4 Industrials 11.08%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$35K 0.04%
413
-226
27
$20K 0.02%
197