SC

Swan Capital Portfolio holdings

AUM $257M
1-Year Est. Return 14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$4.82M
2 +$4.58M
3 +$4.23M
4
VPU icon
Vanguard Utilities ETF
VPU
+$4.14M
5
VDE icon
Vanguard Energy ETF
VDE
+$4.06M

Top Sells

1 +$5.94M
2 +$4.44M
3 +$3.6M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.38M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.77M

Sector Composition

1 Financials 4.79%
2 Technology 2.47%
3 Consumer Discretionary 0.78%
4 Utilities 0.77%
5 Energy 0.49%