LIM
Letson Investment Management Portfolio holdings
AUM
$253M
This Quarter Return
+3.99%
1 Year Return
+17.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$253M
AUM Growth
+$253M
(+2.1%)
Cap. Flow
+$1.26M
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
47.32%
Holding
95
New
7
Increased
18
Reduced
13
Closed
2
Top Buys
| 1 |
Kratos Defense & Security Solutions
KTOS
|
$612K |
| 2 |
IonQ
IONQ
|
$529K |
| 3 |
Centrus Energy
LEU
|
$458K |
| 4 |
Medtronic
MDT
|
$245K |
| 5 |
Oracle
ORCL
|
$242K |
Top Sells
| 1 |
Chevron
CVX
|
$563K |
| 2 |
SentinelOne
S
|
$202K |
| 3 |
L3Harris
LHX
|
$145K |
| 4 |
AES
AES
|
$135K |
| 5 |
AbbVie
ABBV
|
$96.5K |
Sector Composition
| 1 | Healthcare | 26.88% |
| 2 | Financials | 18.54% |
| 3 | Industrials | 17.98% |
| 4 | Technology | 16.23% |
| 5 | Consumer Staples | 8.18% |
