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
76
$95K 0.08%
10,477
-74,594
77
$88K 0.07%
6,750
-73,250
78
$80K 0.07%
59,900
-333,879
79
$66K 0.06%
40,243
-387,404
80
$43K 0.04%
9,111
-135,489
81
$39K 0.03%
+30,933
82
$37K 0.03%
+57,400
83
$36K 0.03%
47,201
-216,567
84
$36K 0.03%
51,981
-280,236
85
$33K 0.03%
25,000
-69,679
86
$26K 0.02%
+21,880
87
$26K 0.02%
27,799
-292,255
88
$23K 0.02%
69,000
-481,000
89
$17K 0.01%
19,312
-140,588
90
$15K 0.01%
7,389
-93,133
91
$10K 0.01%
21,137
-252,663
92
$9K 0.01%
2,772
-21,328
93
$7K 0.01%
23,162
-715,550
94
$7K 0.01%
39,293
-180,707
95
$6K 0.01%
+10,000
96
$6K 0.01%
4,526
-62,107
97
$6K 0.01%
35,702
-329,576
98
$6K 0.01%
81,241
-796,309
99
$5K ﹤0.01%
36,410
-393,202
100
$5K ﹤0.01%
+3,500
2 3
4
5 6