LIM

Letson Investment Management Portfolio holdings

AUM $253M
1-Year Est. Return 17.57%
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$13.9M
3
+$13.7M
4
ABT icon
Abbott
ABT
+$11.7M
5
PEP icon
PepsiCo
PEP
+$8.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 26.64%
2 Industrials 18.29%
3 Technology 16.78%
4 Financials 13.69%
5 Consumer Staples 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$300K 0.14%
+2,257
77
$294K 0.14%
+3,563
78
$294K 0.14%
+1,575
79
$294K 0.14%
+1,525
80
$283K 0.13%
+3,100
81
$278K 0.13%
+583
82
$275K 0.13%
+812
83
$269K 0.12%
+1,860
84
$268K 0.12%
+2,120
85
$255K 0.12%
+818
86
$251K 0.12%
+4,245
87
$250K 0.12%
+1,465
88
$247K 0.11%
+602
89
$242K 0.11%
+1,151
90
$237K 0.11%
+34,014
91
$219K 0.1%
+5,440
92
$204K 0.09%
+3,745
1 2 3
4