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
$128M
AUM Growth
+$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.71M
3
+$2.64M
4
AAPL icon
Apple
AAPL
+$2.64M
5
CAT icon
Caterpillar
CAT
+$2.61M

Top Sells

1
+$2.63M
2
+$2.39M
3
+$2.21M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.2M
5
AGCO icon
AGCO
AGCO
+$2.02M

Sector Composition

1 Technology 10.97%
2 Industrials 9.52%
3 Energy 7.88%
4 Consumer Staples 5.72%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-30,420
52
– –
-37,340
53
– –
-36,308
54
– –
-3,569,800
55
– –
-13,081
56
– –
-47,705
57
– –
-102,825
1 2
3