LIM

Longfellow Investment Management Portfolio holdings

AUM $443M
1-Year Est. Return 9.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$832M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Sector Composition

1 Energy 32.51%
2 Financials 3.47%
3 Technology 3%
4 Consumer Staples 2.82%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$3K ﹤0.01%
+10
427
$3K ﹤0.01%
17
428
$2K ﹤0.01%
3
429
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1
430
$2K ﹤0.01%
7
431
$2K ﹤0.01%
25
432
$2K ﹤0.01%
8
433
$2K ﹤0.01%
10
434
$2K ﹤0.01%
4
435
$2K ﹤0.01%
29
436
$2K ﹤0.01%
6
437
$2K ﹤0.01%
1
438
$2K ﹤0.01%
8
439
$2K ﹤0.01%
6
440
$1K ﹤0.01%
6
441
$1K ﹤0.01%
3
442
$1K ﹤0.01%
6
443
$1K ﹤0.01%
16
444
$1K ﹤0.01%
20
445
$1K ﹤0.01%
2
446
$1K ﹤0.01%
2
447
$1K ﹤0.01%
6
448
$1K ﹤0.01%
5
449
$1K ﹤0.01%
7
450
$1K ﹤0.01%
4