HA

Hyposwiss Advisors Portfolio holdings

AUM $102M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.71M
3
+$6.34M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.39M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.89%
2 Financials 2.84%
3 Consumer Discretionary 2.35%
4 Communication Services 1.45%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLV icon
26
iShares Silver Trust
SLV
$44.9B
$1.43M 1.4%
+22,130
PPLT icon
27
abrdn Physical Platinum Shares ETF
PPLT
$3.26B
$1.33M 1.3%
+7,125
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$3.79T
$1.28M 1.26%
+4,091
HEDJ icon
29
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$1.04M 1.02%
+20,715
JPM icon
30
JPMorgan Chase
JPM
$818B
$945K 0.93%
+2,934
PFXF icon
31
VanEck Preferred Securities ex Financials ETF
PFXF
$2.2B
$931K 0.91%
+52,710
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.06T
$885K 0.87%
+1,760
IDV icon
33
iShares International Select Dividend ETF
IDV
$8.25B
$786K 0.77%
+19,935
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$112B
$674K 0.66%
+10,210
DVY icon
35
iShares Select Dividend ETF
DVY
$22.8B
$660K 0.65%
+4,675
IBIT icon
36
iShares Bitcoin Trust
IBIT
$52.5B
$591K 0.58%
+11,900
IBDV icon
37
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.96B
$583K 0.57%
+26,425
BAB icon
38
Invesco Taxable Municipal Bond ETF
BAB
$1.06B
$567K 0.56%
+20,845
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.9B
$540K 0.53%
+10,736
V icon
40
Visa
V
$603B
$531K 0.52%
+1,513
PGX icon
41
Invesco Preferred ETF
PGX
$3.98B
$529K 0.52%
+47,070
BKNG icon
42
Booking.com
BKNG
$134B
$525K 0.51%
+98
EWL icon
43
iShares MSCI Switzerland ETF
EWL
$1.74B
$497K 0.49%
+8,285
IHI icon
44
iShares US Medical Devices ETF
IHI
$3.63B
$458K 0.45%
+7,362
AMAT icon
45
Applied Materials
AMAT
$313B
$361K 0.35%
+1,405
IBTM icon
46
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$527M
$351K 0.34%
+15,190
EUHY
47
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$167M
$342K 0.34%
+6,420
IXC icon
48
iShares Global Energy ETF
IXC
$2.17B
$339K 0.33%
+8,094
IAU icon
49
iShares Gold Trust
IAU
$83.2B
$332K 0.33%
+4,090
IBDU icon
50
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.66B
$329K 0.32%
+14,060
1
2
3 4 5