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
$136M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.68M
3
+$6.12M
4
SEMI
SunEdison Semiconductor Limited
SEMI
+$5.05M
5
TNK icon
Teekay Tankers
TNK
+$3.19M

Top Sells

1
+$7.91M
2
+$6.24M
3
+$3.75M
4
AOS icon
A.O. Smith
AOS
+$3.45M
5
APD icon
Air Products & Chemicals
APD
+$3.32M

Sector Composition

1 Materials 24.86%
2 Technology 19.93%
3 Industrials 15.19%
4 Utilities 12.38%
5 Energy 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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29
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30
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31
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-110,000
32
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33
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34
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-138,110
1
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