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
501
$1K ﹤0.01%
3
502
$1K ﹤0.01%
5
503
$1K ﹤0.01%
2
504
$1K ﹤0.01%
2
505
$1K ﹤0.01%
12
506
-106,967
507
-1,476
508
-2,451
509
-2,144
510
-633
511
-177
512
-1,233
513
-21,660
514
-107,249
515
-352,943
516
-1,264
517
-49,000
518
-513
519
-11,129
520
-1,137
521
-763
522
-2,899
523
-19,268
524
-2,697
525
-12,375