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
$84.4M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$1.79M
3 +$1.58M
4
RNR icon
RenaissanceRe
RNR
+$1.53M
5
AVLR
Avalara, Inc.
AVLR
+$1.3M

Top Sells

1 +$64.1K
2 +$7.19K
3 +$4.42K
4
PSX icon
Phillips 66
PSX
+$2.2K
5
MA icon
Mastercard
MA
+$595

Sector Composition

1 Technology 30.82%
2 Financials 25%
3 Healthcare 20%
4 Industrials 8.87%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$25K 0.03%
800
27
$10K 0.01%
+3
28
$9K 0.01%
170
-27