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SWP Investment Management LLC Portfolio holdings

AUM $134M
1-Year Est. Return 30.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.02M
3
+$2.83M
4
CRM icon
Salesforce
CRM
+$2.41M
5
BKR icon
Baker Hughes
BKR
+$2.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.41%
2 Healthcare 14.89%
3 Financials 14.2%
4 Industrials 11.72%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.95%
+5,010
27
$1.56M 1.95%
+1,892
28
$1.56M 1.95%
+10,876
29
$1.53M 1.91%
+2,807
30
$1.53M 1.91%
+6,488
31
$1.52M 1.9%
+4,342
32
$1.51M 1.89%
+34,968
33
$1.49M 1.86%
+4,008
34
$1.47M 1.83%
+2,806
35
$1.47M 1.83%
+4,009
36
$1.32M 1.64%
+29,032
37
$1.28M 1.6%
+15,040
38
$1.24M 1.55%
+39,884
39
$1.23M 1.53%
+29,840
40
$1.17M 1.46%
+5,802
41
$1.14M 1.43%
+5,070
42
$999K 1.25%
+9,568
43
$964K 1.2%
+6,231
44
$948K 1.18%
+1,002
45
$857K 1.07%
+3,674
46
$842K 1.05%
+1,343
47
$841K 1.05%
+7,062
48
$783K 0.98%
+2,881
49
$757K 0.95%
+5,417
50
$752K 0.94%
+7,666
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