LF
Longbow Finance Portfolio holdings
AUM
$591M
1-Year Est. Return
33.56%
This Fund
S&P 500
1 Year Est. Return
+33.56%
AUM
$591M
AUM Growth
-$423M
(-42%)
Holding
77
Top Buys
| 1 | +$9.47M | |
| 2 | +$7.94M | |
| 3 | +$7.47M | |
| 4 |
KLA
KLAC
|
+$5.89M |
| 5 |
Hilton Worldwide
HLT
|
+$5.81M |
Top Sells
| 1 | +$43.1M | |
| 2 | +$31.2M | |
| 3 | +$30.4M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$25.3M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$20.4M |
Sector Composition
| 1 | Technology | 35.37% |
| 2 | Financials | 16.76% |
| 3 | Consumer Discretionary | 9.99% |
| 4 | Healthcare | 8.6% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$591B
| – | – |
-23,046
|
|
||
77
Rubrik
RBRK
$10.7B
| – | – |
-50,657
|
|