LIM
Letson Investment Management Portfolio holdings
AUM
$260M
1-Year Est. Return
5.52%
This Fund
S&P 500
1 Year Est. Return
+5.52%
AUM
$260M
AUM Growth
-$12.4M
(-4.6%)
Holding
104
Top Buys
| 1 | +$837K | |
| 2 | +$664K | |
| 3 | +$623K | |
| 4 |
Waters Corp
WAT
|
+$620K |
| 5 |
iShares Select Dividend ETF
DVY
|
+$204K |
Top Sells
| 1 | +$1.01M | |
| 2 | +$287K | |
| 3 | +$276K | |
| 4 |
Oracle
ORCL
|
+$216K |
| 5 |
Raymond James Financial
RJF
|
+$210K |
Sector Composition
| 1 | Healthcare | 29.86% |
| 2 | Financials | 20.78% |
| 3 | Industrials | 15.91% |
| 4 | Technology | 13.32% |
| 5 | Consumer Staples | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Marqeta
MQ
$1.71B
| $139K | 0.05% |
34,014
|
|
||
|
102
Oracle
ORCL
$680B
| – | – |
-1,107
|
|
||
|
103
Raymond James Financial
RJF
$29.3B
| – | – |
-1,305
|
|
||
104
State Street Technology Select Sector SPDR ETF
XLK
$117B
| – | – |
-1,448
|
|