LF

Longbow Finance Portfolio holdings

AUM $937M
1-Year Est. Return 32.65%
This Quarter Est. Return
1 Year Est. Return
+32.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$989M
AUM Growth
+$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$88M
2
+$81.8M
3
+$26.7M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$15.6M
5
AVGO icon
Broadcom
AVGO
+$14.1M

Top Sells

1
+$48M
2
+$38.2M
3
+$22.8M
4
INTC icon
Intel
INTC
+$21.5M
5
AZO icon
AutoZone
AZO
+$20.2M

Sector Composition

1 Technology 28.87%
2 Financials 12.32%
3 Healthcare 12.22%
4 Communication Services 9.32%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.46M 0.96%
45,891
-67,820
27
$9.15M 0.93%
80,497
-7,814
28
$9.12M 0.92%
144,536
-14,102
29
$8.46M 0.86%
+69,178
30
$8.24M 0.83%
+45,642
31
$8.22M 0.83%
134,276
-13,110
32
$8.01M 0.81%
38,866
-3,827
33
$7.71M 0.78%
14,357
-1,400
34
$7.57M 0.77%
14,591
-17,439
35
$7.08M 0.72%
11,531
-9,556
36
$7.03M 0.71%
40,167
-48,013
37
$6.95M 0.7%
+23,083
38
$6.84M 0.69%
197,286
-163,671
39
$6.76M 0.68%
+9,230
40
$6.59M 0.67%
307,191
-29,840
41
$6.48M 0.66%
15,503
-40,991
42
$6.47M 0.65%
38,217
-3,759
43
$6.42M 0.65%
20,640
-35,986
44
$5.93M 0.6%
100,081
-9,701
45
$5.93M 0.6%
193,263
-18,945
46
$5.86M 0.59%
30,153
-2,939
47
$5.72M 0.58%
99,108
-118,326
48
$5.52M 0.56%
+30,308
49
$5.39M 0.54%
+27,266
50
$5.29M 0.54%
10,484
-27,873
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