LIM
Letson Investment Management Portfolio holdings
AUM
$273M
1-Year Est. Return
12.86%
This Fund
S&P 500
1 Year Est. Return
+12.86%
AUM
$279M
AUM Growth
+$25.5M
(+10%)
Holding
104
Top Buys
| 1 | +$10.5M | |
| 2 | +$9.71M | |
| 3 | +$1.03M | |
| 4 |
Accenture
ACN
|
+$648K |
| 5 |
SiriusXM
SIRI
|
+$552K |
Top Sells
| 1 | +$1.75M | |
| 2 | +$723K | |
| 3 | +$487K | |
| 4 |
Pfizer
PFE
|
+$485K |
| 5 |
Centrus Energy
LEU
|
+$458K |
Sector Composition
| 1 | Healthcare | 27.04% |
| 2 | Financials | 20.64% |
| 3 | Technology | 17.32% |
| 4 | Industrials | 16.26% |
| 5 | Consumer Staples | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Pfizer
PFE
$161B
| – | – |
-20,000
|
|
||
102
Peloton Interactive
PTON
$1.95B
| – | – |
-70,148
|
|
||
103
Toast
TOST
$15.6B
| – | – |
-4,770
|
|
||
104
Vanguard FTSE Developed Markets ETF
VEA
$204B
| – | – |
-12,688
|
|