LIM

Longfellow Investment Management Portfolio holdings

AUM $404M
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$6.3M
3
+$6.02M
4
DEACU
Diamond Eagle Acquisition Corp. Unit
DEACU
+$4.42M
5
SMMCU
South Mountain Merger Corp. Unit
SMMCU
+$4M

Top Sells

1
+$3.66M
2
+$3.4M
3
+$3.19M
4
CLVT icon
Clarivate
CLVT
+$2.98M
5
THCBU
Tuscan Holdings Corp. Unit
THCBU
+$2.97M

Sector Composition

1 Industrials 1.92%
2 Consumer Discretionary 1.18%
3 Technology 0.66%
4 Financials 0.28%
5 Energy 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$452K 0.38%
45,000
-131,798
52
$402K 0.34%
37,125
-37,875
53
$398K 0.34%
37,527
-80,451
54
$398K 0.34%
+50,000
55
$378K 0.32%
36,071
-207,709
56
$376K 0.32%
36,618
-214,177
57
$334K 0.28%
+32,884
58
$276K 0.23%
27,200
+24,700
59
$261K 0.22%
1,250
-6,730
60
$254K 0.22%
25,000
-15,000
61
$235K 0.2%
22,155
-108,045
62
$230K 0.2%
+35,000
63
$222K 0.19%
+50,000
64
$221K 0.19%
1,999
-16,001
65
$213K 0.18%
2,083
-5,417
66
$199K 0.17%
1,585
-3,780
67
$198K 0.17%
+4,000
68
$158K 0.13%
15,000
-92,740
69
$138K 0.12%
9,000
-194,369
70
$138K 0.12%
+4,200
71
$133K 0.11%
8,600
-80,321
72
$106K 0.09%
67,050
-296,920
73
$104K 0.09%
9,000
-55,498
74
$103K 0.09%
15,013
-55,886
75
$98K 0.08%
78,091
+55,591
1 2
3
4 5