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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
$102M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.77M
3
+$1.43M
4
TOL icon
Toll Brothers
TOL
+$1.4M
5
IBM icon
IBM
IBM
+$1.36M

Top Sells

1
+$2.14M
2
+$1.56M
3
+$1.55M
4
ROP icon
Roper Technologies
ROP
+$1.54M
5
ORCL icon
Oracle
ORCL
+$1.24M

Sector Composition

1 Technology 25.98%
2 Financials 17.17%
3 Healthcare 12.44%
4 Industrials 11.8%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.94%
5,280
+469
27
$1.9M 1.87%
25,168
+2,238
28
$1.88M 1.85%
15,178
+1,347
29
$1.82M 1.79%
15,918
+1,413
30
$1.81M 1.78%
4,457
+396
31
$1.73M 1.71%
+32,640
32
$1.7M 1.67%
7,172
+627
33
$1.65M 1.62%
4,456
+396
34
$1.63M 1.6%
2,041
-782
35
$1.56M 1.53%
44,168
+3,927
36
$1.53M 1.5%
6,459
-1,366
37
$1.52M 1.5%
18,167
-2,968
38
$1.49M 1.47%
+4,500
39
$1.48M 1.46%
+10,735
40
$1.41M 1.38%
35,912
+13,737
41
$1.38M 1.36%
4,939
+429
42
$1.26M 1.24%
4,086
+363
43
$1.23M 1.21%
+6,450
44
$1.03M 1.01%
+20,435
45
$1.02M 1%
+31,840
46
– –
-4,397
47
– –
-15,675
48
– –
-2,712
49
– –
-72,806
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