LIM

Longfellow Investment Management Portfolio holdings

AUM $443M
1-Year Est. Return 9.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.53M
3
+$728K
4
QCOM icon
Qualcomm
QCOM
+$698K
5
LNC icon
Lincoln National
LNC
+$688K

Top Sells

1
+$3.43M
2
+$3.39M
3
+$3.16M
4
JOFFU
JOFF Fintech Acquisition Corp. Unit
JOFFU
+$3.14M
5
CPUH.U
Compute Health Acquisition Corp. Units, each consisting of one share of Class A common stock and one-quarter of one redeemable warrant
CPUH.U
+$2.79M

Sector Composition

1 Energy 58.53%
2 Materials 9.2%
3 Financials 4.02%
4 Technology 2.67%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
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