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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
426
$1K ﹤0.01%
2
427
$1K ﹤0.01%
12
428
$1K ﹤0.01%
4
429
$1K ﹤0.01%
10
430
– –
-7
431
– –
-15,111
432
– –
-149,838
433
– –
-25
434
– –
-481,599
435
– –
-328,195
436
– –
-53,150
437
– –
-3
438
– –
-4
439
– –
-10
440
– –
-9
441
– –
-21
442
– –
-2,520
443
– –
-19,080
444
– –
-71,767
445
– –
-1,005
446
– –
-6,116
447
– –
-12,654
448
– –
-6,116
449
– –
-441,000
450
– –
-575,617
15 16 17
18
19