SLA

SWaN & Legend Advisors Portfolio holdings

AUM $841K
1-Year Est. Return 23.47%
This Quarter Est. Return
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
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$5.06M
2 +$912K
3 +$47.4K

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
1
$5.06M 84.07%
+117,742
2
$912K 15.15%
+24,613
3
$47.4K 0.79%
+348