LIM

Longfellow Investment Management Portfolio holdings

AUM $443M
1-Year Est. Return 10%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Sector Composition

1 Energy 55.42%
2 Financials 4.45%
3 Technology 2.64%
4 Communication Services 2.56%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$4K ﹤0.01%
+664
277
$3K ﹤0.01%
25
278
$3K ﹤0.01%
10
+2
279
$3K ﹤0.01%
17
280
$3K ﹤0.01%
48
281
$3K ﹤0.01%
18
-2,353
282
$3K ﹤0.01%
21
283
$3K ﹤0.01%
12
+2
284
$3K ﹤0.01%
294
285
$3K ﹤0.01%
200
286
$3K ﹤0.01%
1,687
287
$3K ﹤0.01%
242
288
$3K ﹤0.01%
14
289
$3K ﹤0.01%
1
290
$3K ﹤0.01%
11
291
$3K ﹤0.01%
31
-8,043
292
$2K ﹤0.01%
60
+28
293
$2K ﹤0.01%
7
294
$2K ﹤0.01%
25
295
$2K ﹤0.01%
5
+1
296
$2K ﹤0.01%
28
297
$2K ﹤0.01%
8
298
$2K ﹤0.01%
1
299
$2K ﹤0.01%
25
+9
300
$2K ﹤0.01%
2
+1