LOGI

Long Oar Global Investors Portfolio holdings

AUM $21.7M
1-Year Est. Return 4.04%
This Quarter Est. Return
1 Year Est. Return
-4.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.8M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$6.19M
2 +$3.63M
3 +$3.08M
4
NSR
Neustar Inc
NSR
+$2.89M
5
SHW icon
Sherwin-Williams
SHW
+$2.37M

Top Sells

1 +$7.82M
2 +$6.48M
3 +$6.4M
4
WMB icon
Williams Companies
WMB
+$5.17M
5
APC
Anadarko Petroleum
APC
+$5.07M

Sector Composition

1 Technology 27.74%
2 Energy 22.86%
3 Materials 22.58%
4 Communication Services 10.22%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-40,000