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
SNSR icon
76
Global X Internet of Things ETF
SNSR
$213M
$88K 0.09%
+2,380
IBDY icon
77
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.03B
$83.4K 0.08%
+3,190
XLI icon
78
State Street Industrial Select Sector SPDR ETF
XLI
$31.2B
$79.9K 0.08%
+515
IGSB icon
79
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.5B
$72.9K 0.07%
+1,378
BA icon
80
Boeing
BA
$181B
$65.4K 0.06%
+301
WFC icon
81
Wells Fargo
WFC
$268B
$62.1K 0.06%
+666
ICE icon
82
Intercontinental Exchange
ICE
$91.2B
$59.1K 0.06%
+365
NEE icon
83
NextEra Energy
NEE
$198B
$58.6K 0.06%
+730
USMV icon
84
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$56.5K 0.06%
+600
PANW icon
85
Palo Alto Networks
PANW
$118B
$55.3K 0.05%
+300
XLF icon
86
State Street Financial Select Sector SPDR ETF
XLF
$51.9B
$54.8K 0.05%
+1,000
IBDZ
87
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$727M
$53.3K 0.05%
+2,020
MRK icon
88
Merck
MRK
$305B
$53.2K 0.05%
+505
IBTJ icon
89
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.2B
$50K 0.05%
+2,280
COP icon
90
ConocoPhillips
COP
$134B
$47.7K 0.05%
+510
BG icon
91
Bunge Global
BG
$23.5B
$44.5K 0.04%
+500
CL icon
92
Colgate-Palmolive
CL
$77.9B
$43.9K 0.04%
+555
JNJ icon
93
Johnson & Johnson
JNJ
$591B
$42.4K 0.04%
+205
CMG icon
94
Chipotle Mexican Grill
CMG
$48.7B
$39.2K 0.04%
+1,060
FEZ icon
95
State Street SPDR EURO STOXX 50 ETF
FEZ
$5.44B
$38K 0.04%
+590
XOM icon
96
Exxon Mobil
XOM
$624B
$36.7K 0.04%
+305
IBTP
97
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$238M
$35.2K 0.03%
+1,365
ADBE icon
98
Adobe
ADBE
$106B
$35K 0.03%
+100
FDN icon
99
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.71B
$32.3K 0.03%
+120
MA icon
100
Mastercard
MA
$455B
$28.5K 0.03%
+50