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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
-4.66%
1 Year Est. Return
+23.47%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$911K
AUM Growth
-$5.11M
Cap. Flow
-$5.06M
Cap. Flow %
-555.65%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

1
CAVA icon
CAVA Group
CAVA
+$5.06M

Sector Composition

1 Communication Services 93.7%
2 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PINS icon
1
Pinterest
PINS
$13.3B
$853K 93.7%
24,613
– –
ABNB icon
2
Airbnb
ABNB
$88.1B
$57.4K 6.3%
348
– –
CAVA icon
3
CAVA Group
CAVA
$8.11B
– –
-117,742
Closed -$5.06M

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