CA
SWIM icon

CoreCap Advisors’s Latham Group SWIM Stock Holding History

CoreCap Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.47K Hold
1,000
– – ﹤0.01% 2217
2026
Q1 		$5.37K Hold
1,000
– – ﹤0.01% 2156
2025
Q4 		$6.35K Hold
1,000
– – ﹤0.01% 2111
2025
Q3 		$7.61K Hold
1,000
– – ﹤0.01% 2052
2025
Q2 		$6.38K Hold
1,000
– – ﹤0.01% 2044
2025
Q1 		$6.43K Hold
1,000
– – ﹤0.01% 2006
2024
Q4 		$6.96K Hold
1,000
– – ﹤0.01% 1899
2024
Q3 		$6.8K Hold
1,000
– – ﹤0.01% 1896
2024
Q2 		$3.03K Hold
1,000
– – ﹤0.01% 1246
2024
Q1 		$3.96K Buy
+1,000
New +$2.85K ﹤0.01% 1967

Other funds holding SWIM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return