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
$911K
AUM Growth
-$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$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
1
$853K 93.7%
24,613
2
$57.4K 6.3%
348
3
-117,742