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
326
$1K ﹤0.01%
10
327
$1K ﹤0.01%
3
328
$1K ﹤0.01%
6
329
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7
330
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2
331
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6
332
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3
333
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8
334
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3
335
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7
+2
336
$1K ﹤0.01%
3
337
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8
338
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4
339
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2
340
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3
341
$1K ﹤0.01%
3
342
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3
+1
343
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3
344
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4
+2
345
$1K ﹤0.01%
9
346
$1K ﹤0.01%
2
347
$1K ﹤0.01%
4
348
$1K ﹤0.01%
5
349
$1K ﹤0.01%
2
350
$1K ﹤0.01%
1