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
$615M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Sells

1 +$6.48M
2 +$5.07M
3 +$4.43M
4
INFY icon
Infosys
INFY
+$3.48M
5
NMMCU
North Mountain Merger Corp. Unit
NMMCU
+$3.4M

Sector Composition

1 Energy 46.86%
2 Healthcare 2.46%
3 Financials 2.42%
4 Consumer Staples 2.08%
5 Technology 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1K ﹤0.01%
16
352
$1K ﹤0.01%
+8
353
$1K ﹤0.01%
6
354
$1K ﹤0.01%
5
355
$1K ﹤0.01%
7
356
$1K ﹤0.01%
4
357
$1K ﹤0.01%
3
358
$1K ﹤0.01%
4
359
$1K ﹤0.01%
4
360
$1K ﹤0.01%
2
361
$1K ﹤0.01%
5
362
$1K ﹤0.01%
3
363
$1K ﹤0.01%
6
364
$1K ﹤0.01%
7
365
$1K ﹤0.01%
2
366
$1K ﹤0.01%
6
367
$1K ﹤0.01%
3
+1
368
$1K ﹤0.01%
5
369
$1K ﹤0.01%
3
370
$1K ﹤0.01%
8
371
$1K ﹤0.01%
2
372
$1K ﹤0.01%
+1
373
$1K ﹤0.01%
3
374
$1K ﹤0.01%
2
-1,622
375
$1K ﹤0.01%
2