We are live on ! Find out more
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
$612M
AUM Growth
-$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$7.96M
3
+$4.2M
4
SCLEU
Broadscale Acquisition Corp. Units
SCLEU
+$3.33M
5
BIDU icon
Baidu
BIDU
+$2.95M

Top Sells

1
+$30.8M
2
+$30.6M
3
+$8.26M
4
FPAC.U
Far Peak Acquisition Corporation Units, each consisting of one Class A ordinary share, and one-third of one redeemable warrant
FPAC.U
+$5.99M
5
EQD.U
Equity Distribution Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one redeemable warrant
EQD.U
+$4.85M

Sector Composition

1 Energy 43.73%
2 Financials 2.69%
3 Technology 2.46%
4 Consumer Staples 2.19%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
48
352
$3K ﹤0.01%
8
353
$3K ﹤0.01%
7
354
$2K ﹤0.01%
3
355
$2K ﹤0.01%
1
356
$2K ﹤0.01%
7
357
$2K ﹤0.01%
32
358
$2K ﹤0.01%
25
359
$2K ﹤0.01%
10
360
$2K ﹤0.01%
4
361
$2K ﹤0.01%
2
362
$2K ﹤0.01%
35
363
$2K ﹤0.01%
6
364
$2K ﹤0.01%
3
365
$2K ﹤0.01%
+200
366
$2K ﹤0.01%
8
367
$2K ﹤0.01%
1
368
$2K ﹤0.01%
10
369
$1K ﹤0.01%
5
370
$1K ﹤0.01%
6
371
$1K ﹤0.01%
3
372
$1K ﹤0.01%
6
373
$1K ﹤0.01%
16
374
$1K ﹤0.01%
20
375
$1K ﹤0.01%
2
13 14
15
16 17