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Longbow Finance Portfolio holdings

AUM $552M
1-Year Est. Return 40.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$835M
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$21.5M
3
+$14.6M
4
LLY icon
Eli Lilly
LLY
+$10.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.14M

Top Sells

1
+$26M
2
+$20.3M
3
+$17.6M
4
MSFT icon
Microsoft
MSFT
+$12.8M
5
UAL icon
United Airlines
UAL
+$9.36M

Sector Composition

1 Technology 28.22%
2 Financials 15.03%
3 Healthcare 13.82%
4 Communication Services 12.39%
5 Consumer Discretionary 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.24%
52,211
+18,066
77
$1.97M 0.24%
+7,510
78
$1.6M 0.19%
+20,218
79
$144K 0.02%
16,667
80
$28.1K ﹤0.01%
20,841
81
– –
-14,170
82
– –
-45,438
83
– –
-30,371
84
– –
-23,144
85
– –
-54,908
86
– –
-71,010
87
– –
-22,986
88
– –
-27,056
89
– –
-1,350
90
– –
-280,568
91
– –
-31,690
92
– –
-85,007
93
– –
-86,962
94
– –
-45,892
95
– –
-96,385
96
– –
-55,714
97
– –
-20,360
1 2 3
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