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LIM

Longfellow Investment Management Portfolio holdings

AUM $480M
1-Year Est. Return 8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$11.9M
4
MGY icon
Magnolia Oil & Gas
MGY
+$11.3M
5
FSAC
Federal Street Acquisition Corp. Common Stock
FSAC
+$10.8M

Top Sells

1
+$17.6M
2
+$15.4M
3
+$12.7M
4
TPGE.U
TPG Pace Energy Holdings Corp.
TPGE.U
+$12.2M
5
ATW
Atwood Oceanics
ATW
+$12M

Sector Composition

1 Technology 15.53%
2 Communication Services 11.86%
3 Financials 10.12%
4 Energy 8.37%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-364,400
102
– –
-73,891
103
– –
-1,289,200
104
– –
-238,000
105
– –
-74,100
106
– –
-1,280,000
107
– –
-65,000
108
– –
-346,000
109
– –
-327,784
110
– –
-400,000
111
– –
-785,733
112
– –
-368,733
113
– –
-74,099
114
– –
-446,928
115
– –
-10,001
116
– –
-63,991
1 2 3 4
5