LI

Longer Investments Portfolio holdings

AUM $84.6M
1-Year Est. Return 4.85%
This Fund
S&P 500
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
+$2.67M
2
+$2.34M
3
+$2.29M
4
DD
Du Pont De Nemours E I
DD
+$1.99M
5
LLY icon
Eli Lilly
LLY
+$1.95M

Top Sells

1
+$9.33M
2
+$2.75M
3
+$2.38M
4
MSFT icon
Microsoft
MSFT
+$1.87M
5
AEE icon
Ameren
AEE
+$1.66M

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