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LIM

Longfellow Investment Management Portfolio holdings

AUM $480M
1-Year Est. Return 8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$6.97M
3
+$6.88M
4
RGLD icon
Royal Gold
RGLD
+$3.9M
5
WPM icon
Wheaton Precious Metals
WPM
+$3.19M

Top Sells

1
+$12.7M
2
+$2.92M
3
+$2.45M
4
MS icon
Morgan Stanley
MS
+$1.54M
5
ABEV icon
Ambev
ABEV
+$1.23M

Sector Composition

1 Energy 49.99%
2 Materials 8.26%
3 Financials 3.29%
4 Healthcare 2.28%
5 Technology 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
5
302
$1K ﹤0.01%
10
-1,564
303
$1K ﹤0.01%
7
304
$1K ﹤0.01%
60
305
$1K ﹤0.01%
7
-5,054
306
$1K ﹤0.01%
7
307
$1K ﹤0.01%
28
308
$1K ﹤0.01%
8
309
$1K ﹤0.01%
4
310
$1K ﹤0.01%
3
311
$1K ﹤0.01%
3
312
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3
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$1K ﹤0.01%
2
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$1K ﹤0.01%
8
315
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8
316
$1K ﹤0.01%
2
317
$1K ﹤0.01%
3
318
– –
0
319
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95
320
$1K ﹤0.01%
11
-7,427
321
$1K ﹤0.01%
4
322
$1K ﹤0.01%
9
323
$1K ﹤0.01%
2
324
$1K ﹤0.01%
1
325
– –
-3,083
11 12
13
14 15