SGI

Swan Global Investments Portfolio holdings

AUM $2.16B
1-Year Est. Return 8.11%
This Quarter Est. Return
1 Year Est. Return
+8.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
-$5.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$26.2M
2 +$26M
3 +$2.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$513K

Sector Composition

1 Technology 0.06%
2 Financials 0.03%
3 Energy 0.02%
4 Communication Services 0.02%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
0
53
0