HA

Hyposwiss Advisors Portfolio holdings

AUM $101M
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
$101M
AUM Growth
-$792K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$511K
3
+$343K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$244K
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$216K

Top Sells

1
+$342K
2
+$304K
3
+$268K
4
DVY icon
iShares Select Dividend ETF
DVY
+$90.6K
5
IAU icon
iShares Gold Trust
IAU
+$80.7K

Sector Composition

1 Technology 3.23%
2 Financials 2.62%
3 Consumer Discretionary 2.06%
4 Communication Services 1.32%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPLT icon
26
abrdn Physical Platinum Shares ETF
PPLT
$241M
$1.27M 1.26%
7,125
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.71T
$1.16M 1.15%
4,031
-60
MSFT icon
28
Microsoft
MSFT
$3.09T
$1.08M 1.07%
2,924
-55
HEDJ icon
29
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
$1.05M 1.04%
20,715
PFXF icon
30
VanEck Preferred Securities ex Financials ETF
PFXF
$2.45B
$925K 0.91%
52,710
JPM icon
31
JPMorgan Chase
JPM
$822B
$863K 0.85%
2,934
IDV icon
32
iShares International Select Dividend ETF
IDV
$8.69B
$848K 0.84%
19,935
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.04T
$843K 0.83%
1,760
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$119B
$689K 0.68%
10,210
IALT
35
iShares Systematic Alternatives Active ETF
IALT
$316M
$617K 0.61%
+22,640
DVY icon
36
iShares Select Dividend ETF
DVY
$22.7B
$617K 0.61%
4,075
-600
EWL icon
37
iShares MSCI Switzerland ETF
EWL
$1.7B
$568K 0.56%
9,650
+1,365
IBDV icon
38
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.1B
$556K 0.55%
25,400
-1,025
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$536K 0.53%
10,736
PGX icon
40
Invesco Preferred ETF
PGX
$3.85B
$512K 0.51%
47,070
AMAT icon
41
Applied Materials
AMAT
$361B
$480K 0.47%
1,405
IBIT icon
42
iShares Bitcoin Trust
IBIT
$61.2B
$470K 0.46%
12,230
+330
IXC icon
43
iShares Global Energy ETF
IXC
$2.54B
$466K 0.46%
8,094
V icon
44
Visa
V
$621B
$457K 0.45%
1,513
BKNG icon
45
Booking.com
BKNG
$127B
$396K 0.39%
2,350
-100
IHI icon
46
iShares US Medical Devices ETF
IHI
$3.16B
$393K 0.39%
7,362
IBTM icon
47
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$539M
$348K 0.34%
15,190
IBDU icon
48
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.78B
$327K 0.32%
14,060
FEUZ icon
49
First Trust Eurozone AlphaDEX
FEUZ
$141M
$317K 0.31%
5,085
+400
IBDW icon
50
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.37B
$302K 0.3%
14,435
+2,340
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