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
$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
451
$1K ﹤0.01%
16
452
$1K ﹤0.01%
20
453
$1K ﹤0.01%
2
454
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2
455
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6
456
$1K ﹤0.01%
5
457
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7
458
$1K ﹤0.01%
4
459
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3
460
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4
461
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1
462
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3
463
$1K ﹤0.01%
32
464
$1K ﹤0.01%
4
465
$1K ﹤0.01%
2
466
$1K ﹤0.01%
5
467
$1K ﹤0.01%
10
468
$1K ﹤0.01%
4
-1,960
469
$1K ﹤0.01%
3
470
$1K ﹤0.01%
6
471
$1K ﹤0.01%
+3
472
$1K ﹤0.01%
8
473
$1K ﹤0.01%
5
474
$1K ﹤0.01%
3
475
$1K ﹤0.01%
8