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SLA

SWaN & Legend Advisors Portfolio holdings

AUM $841K
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
+39.5%
1 Year Est. Return
+23.47%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$6.02M
AUM Growth
–
Cap. Flow
+$4.92M
Cap. Flow %
81.79%
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–

Top Buys

1
CAVA icon
CAVA Group
CAVA
+$4.11M
2
PINS icon
Pinterest
PINS
+$774K
3
ABNB icon
Airbnb
ABNB
+$44.9K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 84.86%
2 Communication Services 15.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAVA icon
1
CAVA Group
CAVA
$7.93B
$5.06M 84.07%
+117,742
New +$4.11M
PINS icon
2
Pinterest
PINS
$12.9B
$912K 15.15%
+24,613
New +$774K
ABNB icon
3
Airbnb
ABNB
$87.7B
$47.4K 0.79%
+348
New +$44.9K

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