LIM

Lorem Ipsum Management Portfolio holdings

AUM $23.1M
1-Year Est. Return 11.71%
This Quarter Est. Return
1 Year Est. Return
+11.71%
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
+$20.7M
2
+$13.7M
3
+$11.3M
4
HRI icon
Herc Holdings
HRI
+$10.6M
5
APTV icon
Aptiv
APTV
+$10.3M

Top Sells

1
+$9.5M
2
+$7.08M
3
+$6.55M
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
1
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