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
$156M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.5M
3
+$10M
4
STNG icon
Scorpio Tankers
STNG
+$8.04M
5
VMC icon
Vulcan Materials
VMC
+$6.84M

Top Sells

1
+$11M
2
+$8.51M
3
+$6.91M
4
PPG icon
PPG Industries
PPG
+$5.74M
5
APD icon
Air Products & Chemicals
APD
+$4.79M

Sector Composition

1 Industrials 22.09%
2 Energy 20.39%
3 Materials 17.69%
4 Technology 13.25%
5 Utilities 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-59,000
27
– –
0
28
– –
-50,000
29
– –
0
30
– –
-190,000
31
– –
0
32
– –
0
33
– –
-100,000
1
2