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SWP Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 25.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.08M
3
+$2.11M
4
URI icon
United Rentals
URI
+$1.92M
5
STM icon
STMicroelectronics
STM
+$1.89M

Top Sells

1
+$1.98M
2
+$1.81M
3
+$1.65M
4
MTCH icon
Match Group
MTCH
+$1.56M
5
CRM icon
Salesforce
CRM
+$1.53M

Sector Composition

1 Technology 24.05%
2 Financials 16.56%
3 Industrials 12.67%
4 Consumer Discretionary 11.2%
5 Healthcare 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 1.98%
33,940
+8,772
27
$2.53M 1.83%
55,517
+14,319
28
$2.32M 1.68%
11,107
+863
29
$2.3M 1.67%
25,112
+6,945
30
$2.24M 1.62%
6,048
+1,548
31
$2.16M 1.56%
2,453
+412
32
$2.13M 1.55%
+11,598
33
$2.12M 1.54%
9,180
+2,008
34
$2.07M 1.5%
40,801
+4,889
35
$2.02M 1.46%
10,189
-128
36
$2.01M 1.46%
6,616
+1,677
37
$1.92M 1.39%
+73,854
38
$1.87M 1.35%
+32,002
39
$1.86M 1.35%
+20,065
40
$1.85M 1.34%
8,643
+2,193
41
$1.85M 1.34%
+18,606
42
$1.8M 1.31%
53,229
+21,389
43
$1.79M 1.3%
+2,207
44
$1.77M 1.28%
37,026
+16,591
45
$1.74M 1.26%
+27,372
46
$1.45M 1.05%
+23,676
47
$1.44M 1.04%
9,280
-2,748
48
$1.43M 1.04%
12,229
-2,949
49
– –
-6,459
50
– –
-5,280
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