LIM

Longfellow Investment Management Portfolio holdings

AUM $422M
1-Year Est. Return 11.82%
This Quarter Est. Return
1 Year Est. Return
+11.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$10.2M
3
+$7.54M
4
NMMCU
North Mountain Merger Corp. Unit
NMMCU
+$7.14M
5
CFIIU
CF Finance Acquisition Corp. II Unit
CFIIU
+$6.68M

Top Sells

1
+$10.2M
2
+$9.9M
3
+$9.68M
4
LCAHU
Landcadia Holdings II, Inc. Unit
LCAHU
+$9.28M
5
HCACU
Hennessy Capital Acquisition Corp. IV Unit
HCACU
+$9.02M

Sector Composition

1 Financials 1.36%
2 Communication Services 0.87%
3 Industrials 0.51%
4 Healthcare 0.47%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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139
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-476,100
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149
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150
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-150,000
3 4 5
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