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
$126M
AUM Growth
-$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$2.63M
3
+$2.6M
4
ERIC icon
Ericsson
ERIC
+$1.7M
5
ABT icon
Abbott
ABT
+$1.67M

Top Sells

1
+$2.61M
2
+$2.54M
3
+$2.49M
4
MDT icon
Medtronic
MDT
+$2.34M
5
BHP icon
BHP
BHP
+$2.16M

Sector Composition

1 Technology 13.44%
2 Healthcare 7.81%
3 Consumer Staples 6.37%
4 Energy 5.47%
5 Communication Services 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,080
1 2
3