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SL

SWF LLC Portfolio holdings

AUM $1.15B
1-Year Est. Return 6.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$976M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$245K
3
+$218K
4
AAPL icon
Apple
AAPL
+$202K

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.96%
2 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$387M 39.66%
631,823
2
$294M 30.1%
584,092
3
$122M 12.5%
1,868,846
4
$71.2M 7.3%
599,244
5
$63M 6.46%
+105,000
6
$37.7M 3.87%
50
7
$459K 0.05%
12,640
8
$262K 0.03%
+1,406
9
$228K 0.02%
+895
10
$222K 0.02%
+428