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SRCM

Swift Run Capital Management Portfolio holdings

AUM $50.4M
1-Year Est. Return 6.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.3M
3
+$7.87M
4
AIG.WS
American International Group, Inc.
AIG.WS
+$6.58M
5
TK icon
Teekay
TK
+$3.67M

Top Sells

1
+$4.64M
2
+$3.75M
3
+$3.57M
4
APO icon
Apollo Global Management
APO
+$3.18M
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$2.82M

Sector Composition

1 Energy 20.01%
2 Financials 16.91%
3 Communication Services 12.26%
4 Real Estate 10.4%
5 Materials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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53
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54
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57
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60
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65
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3