LIM
Longfellow Investment Management Portfolio holdings
AUM
$404M
1-Year Return
15.63%
This Quarter Return
+0.15%
1 Year Return
+15.63%
3 Year Return
+46.3%
5 Year Return
+97.67%
10 Year Return
+1,020.09%
AUM
$437M
AUM Growth
-$4.24M
(-0.96%)
Cap. Flow
-$18.5M
Cap. Flow
% of AUM
-4.23%
Top 10 Holdings %
Top 10 Hldgs %
67.61%
Holding
334
New
58
Increased
34
Reduced
37
Closed
60
Top Buys
| 1 |
United States Natural Gas Fund
UNG
|
$26.8M |
| 2 |
Infosys
INFY
|
$3.1M |
| 3 |
CSTA
Constellation Acquisition Corp I
CSTA
|
$1.51M |
| 4 |
TWNI
Tailwind International Acquisition Corp.
TWNI
|
$1.44M |
| 5 |
Verizon
VZ
|
$1.29M |
Top Sells
Sector Composition
| 1 | Energy | 62.29% |
| 2 | Materials | 5.91% |
| 3 | Financials | 5.8% |
| 4 | Technology | 3.4% |
| 5 | Healthcare | 2.87% |