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
$248M
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$15.2M
3
+$12.6M
4
HRI icon
Herc Holdings
HRI
+$12.5M
5
APTV icon
Aptiv
APTV
+$10.1M

Top Sells

1
+$9.5M
2
+$6.55M
3
+$6.01M
4
NEE icon
NextEra Energy
NEE
+$5.85M
5
CAFD
8point3 Energy Partners LP
CAFD
+$4.46M

Sector Composition

1 Materials 26.06%
2 Technology 20.18%
3 Energy 18.87%
4 Industrials 17.76%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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27
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28
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29
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30
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31
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32
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-420,000
33
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0
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