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SDRIX
Swan Defined Risk Fund Class I
Analysis
Holdings
Technical Analysis
Performance
Similar Mutual Funds
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SDRIX Mutual Fund Holdings Information

Holdings Count
13
Total Assets
658.04M
Top 10 Percentage
93.76%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
13 Holdings
13 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
IVV
iShares Core S&P 500 ETF
62.93%
$404.83M
―
―
―
―
―
XLK
Technology Select Sector SPDR Fund
10.66%
$68.56M
―
―
―
―
―
XLF
Financial Select Sector SPDR Fund
4.49%
$28.87M
―
―
―
―
―
XLY
Consumer Discretionary Select Sector SPDR Fund
3.32%
$21.34M
―
―
―
―
―
XLC
Communication Services Select Sector SPDR Fund
3.13%
$20.11M
―
―
―
―
―
XLV
Health Care Select Sector SPDR Fund
3.00%
$19.31M
―
―
―
―
―
XLI
Industrial Select Sector SPDR Fund
2.77%
$17.83M
―
―
―
―
―
XLP
Consumer Staples Select Sector SPDR Fund
1.76%
$11.30M
―
―
―
―
―
XLE
Energy Select Sector SPDR Fund
0.96%
$6.15M
―
―
―
―
―
XLU
Utilities Select Sector SPDR Fund
0.76%
$4.89M
―
―
―
―
―
Rows:
10

Sector Breakdown

100.00%General100.00%General
General
100.00%

Countries Breakdown

99.42%United States99.42%United States
United States
99.42%

Breakdown By Smart Score

Currently, no data available

SDRIX Mutual Funds FAQ

What are Mutual Funds SDRIX’s top 3 holdings?
SDRIX’s top 3 holdings are IVV, XLK, XLF.
    What is Mutual Funds SDRIX’s holdings count?
    Mutual Funds SDRIX’s is holdings 13 different assets.
      What are the total assets of Mutual Funds SDRIX?
      Mutual Funds SDRIX’s total assets are 658.04M.

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