SG

Swarthmore Group Portfolio holdings

AUM $249M
1-Year Est. Return 6.76%
This Quarter Est. Return
1 Year Est. Return
-6.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$950M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$39.6M
2 +$34.8M
3 +$34.8M
4
GM icon
General Motors
GM
+$30M
5
YHOO
Yahoo Inc
YHOO
+$25.7M

Top Sells

1 +$47.4M
2 +$37.8M
3 +$29.5M
4
AMZN icon
Amazon
AMZN
+$25.8M
5
AAPL icon
Apple
AAPL
+$17.1M

Sector Composition

1 Technology 14.07%
2 Industrials 12.6%
3 Healthcare 8.21%
4 Communication Services 8.09%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$343K 0.04%
+16,050
52
$312K 0.03%
34,375
-2,613
53
$229K 0.02%
5,850
-425
54
$222K 0.02%
1,425
-341
55
$217K 0.02%
13,850
-4,300
56
$213K 0.02%
5,825
-1,900
57
$207K 0.02%
44,321
-3,276
58
$204K 0.02%
+3,525
59
$175K 0.02%
30,804
-2,296
60
$157K 0.02%
11,875
-875
61
-4,510
62
-896,900