LI

Longer Investments Portfolio holdings

AUM $84.6M
1-Year Est. Return 4.85%
This Quarter Est. Return
1 Year Est. Return
+4.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.39M
3
+$2.2M
4
DD
Du Pont De Nemours E I
DD
+$2.02M
5
AGCO icon
AGCO
AGCO
+$2.02M

Top Sells

1
+$9.33M
2
+$2.75M
3
+$2.35M
4
MSFT icon
Microsoft
MSFT
+$1.87M
5
AEE icon
Ameren
AEE
+$1.68M

Sector Composition

1 Technology 13.02%
2 Industrials 9.67%
3 Energy 8.75%
4 Healthcare 7.93%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-84,440
1 2
3