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
$967M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.24M
3
+$3.98M
4
FCX icon
Freeport-McMoran
FCX
+$1.58M
5
META icon
Meta Platforms (Facebook)
META
+$1.54M

Top Sells

1
+$15.5M
2
+$7.72M
3
+$4.58M
4
MSFT icon
Microsoft
MSFT
+$4.17M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 32.13%
2 Healthcare 11.83%
3 Financials 11.8%
4 Communication Services 10.01%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.24%
4,130
-228
77
$2.05M 0.21%
22,793
-1,261
78
$1.58M 0.16%
+32,528
79
$1.26M 0.13%
30,246
-1,659
80
$1.06M 0.11%
13,368
-1,798
81
$550K 0.06%
3,904
-2,400
82
$425K 0.04%
56
-7
83
$247K 0.03%
717
-1,029
84
$158K 0.02%
16,667
85
$48.6K 0.01%
20,841
86
– –
-347
1 2 3
4