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
$103M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.34M
3 +$1.18M
4
NTRA icon
Natera
NTRA
+$1.17M
5
TRUP icon
Trupanion
TRUP
+$794K

Top Sells

1 +$781K
2 +$88K
3 +$11.7K

Sector Composition

1 Technology 30.46%
2 Financials 24.02%
3 Healthcare 18.69%
4 Industrials 10.11%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$36K 0.04%
413
27
$22K 0.02%
197
28
-136,624