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

Top Buys

1
+$7.56M
2
+$6.57M
3
+$3.32M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.17M
5
APGB.U
Apollo Strategic Growth Capital II Units, each consisting of one Class A ordinary share, and one-fifth of one warrant
APGB.U
+$2.86M

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
376
$1K ﹤0.01%
2
377
$1K ﹤0.01%
+10
378
$1K ﹤0.01%
2
+1
379
$1K ﹤0.01%
4
380
$1K ﹤0.01%
1
381
$1K ﹤0.01%
4
382
$1K ﹤0.01%
5
383
$1K ﹤0.01%
2
384
$1K ﹤0.01%
2
385
$1K ﹤0.01%
4
386
$1K ﹤0.01%
1
387
$1K ﹤0.01%
1
388
$1K ﹤0.01%
4
389
$1K ﹤0.01%
2
390
$1K ﹤0.01%
4
391
$1K ﹤0.01%
+5
392
$1K ﹤0.01%
3
393
$1K ﹤0.01%
8
394
$1K ﹤0.01%
5
395
– –
-192,023
396
– –
-6
397
– –
-1,389
398
– –
-43,752
399
– –
-17,982
400
– –
-346
14 15
16
17 18