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
476
$1K ﹤0.01%
3
477
$1K ﹤0.01%
3
478
$1K ﹤0.01%
8
479
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1
480
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5
481
$1K ﹤0.01%
3
482
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3
483
$1K ﹤0.01%
2
484
$1K ﹤0.01%
1
485
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1
486
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1
-175
487
$1K ﹤0.01%
2
488
$1K ﹤0.01%
1
489
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3
490
$1K ﹤0.01%
4
491
$1K ﹤0.01%
10
492
$1K ﹤0.01%
5
493
$1K ﹤0.01%
2
-6,896
494
$1K ﹤0.01%
3
495
$1K ﹤0.01%
2
496
$1K ﹤0.01%
4
497
$1K ﹤0.01%
1
498
$1K ﹤0.01%
1
499
$1K ﹤0.01%
1
500
$1K ﹤0.01%
4
-3,402