SH

Svenska Handelsbanken Portfolio holdings

AUM $1.21M
1-Year Est. Return 6.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.7M
AUM Growth
+$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$664K
2
+$618K
3
+$591K
4
BABA icon
Alibaba
BABA
+$584K
5
LOPE icon
Grand Canyon Education
LOPE
+$577K

Top Sells

1
+$696K
2
+$580K
3
+$504K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$447K
5
HD icon
Home Depot
HD
+$307K

Sector Composition

1 Technology 16.9%
2 Consumer Discretionary 15.17%
3 Financials 15.12%
4 Communication Services 10.55%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,331
52
– –
-11,800
53
– –
-3,215
1 2
3