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
351
$1K ﹤0.01%
2
-1,577
352
$1K ﹤0.01%
3
353
$1K ﹤0.01%
8
+4
354
$1K ﹤0.01%
1
355
$1K ﹤0.01%
2
+1
356
$1K ﹤0.01%
4
357
$1K ﹤0.01%
3
358
0
359
$1K ﹤0.01%
+3
360
$1K ﹤0.01%
2
361
$1K ﹤0.01%
+5
362
$1K ﹤0.01%
137,223
363
-1,581
364
-2,087
365
-6,607
366
-7,727
367
-4,209
368
-3,964
369
-7
370
-2,119
371
-1,774
372
-3
373
-3
374
-6
375
-13