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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 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
IBDT icon
76
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.99B
$88.5K 0.09%
3,495
XLI icon
77
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$83.3K 0.08%
515
IBDY icon
78
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$82.5K 0.08%
3,190
DIS icon
79
Walt Disney
DIS
$166B
$75.2K 0.07%
780
NEE icon
80
NextEra Energy
NEE
$183B
$67.8K 0.07%
730
COP icon
81
ConocoPhillips
COP
$133B
$67.3K 0.07%
510
BAI
82
iShares A.I. Innovation and Tech Active ETF
BAI
$14.1B
$66.9K 0.07%
2,030
+1,205
BG icon
83
Bunge Global
BG
$22.2B
$63.6K 0.06%
500
IGSB icon
84
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.6B
$63K 0.06%
1,198
-180
MRK icon
85
Merck
MRK
$305B
$60.7K 0.06%
505
ICE icon
86
Intercontinental Exchange
ICE
$76.5B
$57.4K 0.06%
365
USMV icon
87
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
$55.6K 0.06%
600
WFC icon
88
Wells Fargo
WFC
$267B
$53K 0.05%
666
XOM icon
89
ExxonMobil
XOM
$576B
$51.7K 0.05%
305
JNJ icon
90
Johnson & Johnson
JNJ
$619B
$50.1K 0.05%
205
IBTJ icon
91
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.27B
$49.8K 0.05%
2,280
XLF icon
92
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$49.4K 0.05%
1,000
CL icon
93
Colgate-Palmolive
CL
$73.8B
$47.3K 0.05%
555
BABA icon
94
Alibaba
BABA
$269B
$37.6K 0.04%
+300
FEZ icon
95
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.31B
$36.6K 0.04%
590
IBTP
96
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$274M
$35K 0.03%
1,365
EMN icon
97
Eastman Chemical
EMN
$7.73B
$30.5K 0.03%
+400
FDN icon
98
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.19B
$28.1K 0.03%
120
PFE icon
99
Pfizer
PFE
$138B
$28.1K 0.03%
+1,000
IBTO icon
100
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$471M
$27.3K 0.03%
1,120