LIM

Lorem Ipsum Management Portfolio holdings

AUM $23.1M
1-Year Est. Return 16.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.69M
3
+$2.59M
4
WLK icon
Westlake Corp
WLK
+$2.24M
5
PPG icon
PPG Industries
PPG
+$2.18M

Top Sells

1
+$6.61M
2
+$4.07M
3
+$2.53M
4
BERY
Berry Global Group, Inc.
BERY
+$1.42M
5
CF icon
CF Industries
CF
+$1.34M

Sector Composition

1 Materials 45.3%
2 Technology 13.06%
3 Industrials 12.92%
4 Utilities 10.24%
5 Healthcare 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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29
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32
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-67,500
33
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34
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-25,000
35
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0
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2