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
$1.01B
AUM Growth
+$76.2M
(+8.1%)
Holding
78
Top Buys
| 1 | +$13.7M | |
| 2 | +$11.9M | |
| 3 | +$10.3M | |
| 4 |
Williams Companies
WMB
|
+$10.2M |
| 5 |
Cencora
COR
|
+$9.94M |
Top Sells
| 1 | +$14.6M | |
| 2 | +$9.86M | |
| 3 | +$9.77M | |
| 4 |
Progressive
PGR
|
+$9.42M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$8.17M |
Sector Composition
| 1 | Technology | 36.44% |
| 2 | Financials | 15.76% |
| 3 | Communication Services | 10.07% |
| 4 | Consumer Discretionary | 9.72% |
| 5 | Healthcare | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vistra
VST
$53.6B
| – | – |
-38,500
|
|
||
77
Amgen
AMGN
$197B
| – | – |
-25,332
|
|
||
78
Costco
COST
$447B
| – | – |
-7,551
|
|