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
$246M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$12M
3 +$11.4M
4
JAH
JARDEN CORPORATION
JAH
+$10.2M
5
AF
Astoria Financial Corporation
AF
+$9.86M

Sector Composition

1 Industrials 18.24%
2 Communication Services 11.79%
3 Real Estate 9.23%
4 Technology 9.03%
5 Energy 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-71,000
52
-75,000