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
51
$5.12M 0.52%
102,528
-110,243
52
$5.08M 0.51%
+87,569
53
$4.99M 0.5%
14,378
-17,187
54
$4.98M 0.5%
+38,253
55
$4.55M 0.46%
+13,098
56
$4.51M 0.46%
+75,006
57
$4.46M 0.45%
+10,475
58
$4.46M 0.45%
+6,855
59
$4.41M 0.45%
+46,420
60
$4.37M 0.44%
+157,385
61
$4.33M 0.44%
+19,037
62
$4.32M 0.44%
+10,341
63
$4.31M 0.44%
30,348
-2,944
64
$4.28M 0.43%
+27,146
65
$3.85M 0.39%
+4,617
66
$3.63M 0.37%
80,000
67
$3.47M 0.35%
+9,559
68
$3.46M 0.35%
+27,529
69
$3.38M 0.34%
+14,618
70
$3.33M 0.34%
31,432
-63,258
71
$3.28M 0.33%
+3,974
72
$3.27M 0.33%
+11,491
73
$3.16M 0.32%
57,615
-320,530
74
$3.12M 0.32%
+16,331
75
$2.62M 0.26%
24,054
-63,935
1 2
3
4