SD
| |
Swan Defined Risk Foreign Fund | SDJAXMutual Fund | |
| Swan Defined Risk Foreign Fund | |
| Last update 2025-02-28 | 1 Stocks (0 new) |
| Value $16.00 Mil | Turnover 0 % |
Swan Defined Risk Foreign Fund... Top Holdings of 2024-12-31
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Swan Defined Risk Foreign Fund's Historical Top Holdings Breakdowns
Swan Defined Risk Foreign Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EFA | iShares MSCI EAFE ETF | 2024-12-31 | Reduce Reduce | -31.02% | 75.1 ($79.14) 82.84 | $89.52 | 13.12% | Reduce -31.71% | 208,000 | -96,600 | |
EFA | iShares MSCI EAFE ETF | 2024-09-30 | Reduce Reduce | -7.44% | 75.32 ($80.46) 84.43 | $89.52 | 11.26% | Reduce -7.44% | 304,600 | -24,500 | |
EFA | iShares MSCI EAFE ETF | 2024-06-30 | Reduce Reduce | -0.36% | 76.09 ($79.21) 82.16 | $89.52 | 13.02% | Reduce -0.36% | 329,100 | -1,200 | |
EFA | iShares MSCI EAFE ETF | 2024-03-31 | Reduce Reduce | -3.48% | 73.11 ($76.49) 80.04 | $89.52 | 17.03% | Reduce -3.48% | 330,300 | -11,900 | |
EFA | iShares MSCI EAFE ETF | 2023-12-31 | Reduce Reduce | -20.16% | 65.84 ($70.68) 75.47 | $89.52 | 26.66% | Reduce -20.16% | 342,200 | -86,400 |
Swan Defined Risk Foreign Fund Total Holding History ($B)
Swan Defined Risk Foreign Fund's Asset Allocation
Swan Defined Risk Foreign Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Swan Defined Risk Foreign Fund's Hypothetical Growth since 2024-12-31
Swan Defined Risk Foreign Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Swan Defined Risk Foreign Fund's Holdings Heat Map
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Swan Defined Risk Foreign Fund's Holdings Bubble Chart
Swan Defined Risk Foreign Fund News
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