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
IBDR icon
101
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.62B
$25.1K 0.02%
1,035
MA icon
102
Mastercard
MA
$436B
$25K 0.02%
50
URA icon
103
Global X Uranium ETF
URA
$7.09B
$24.2K 0.02%
+500
CIBR icon
104
First Trust NASDAQ Cybersecurity ETF
CIBR
$12.9B
$18.8K 0.02%
300
UNH icon
105
UnitedHealth
UNH
$342B
$18.4K 0.02%
68
QQEW icon
106
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.8B
$17.3K 0.02%
136
ARKG icon
107
ARK Genomic Revolution ETF
ARKG
$1.2B
$16.7K 0.02%
631
TJX icon
108
TJX Companies
TJX
$176B
$14.4K 0.01%
90
IPAY icon
109
Amplify Mobile Payments ETF
IPAY
$163M
$10.6K 0.01%
250
AGG icon
110
iShares Core US Aggregate Bond ETF
AGG
$136B
$9.93K 0.01%
100
IBTH icon
111
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.17B
$6.73K 0.01%
300
PLUG icon
112
Plug Power
PLUG
$5.36B
$4.52K ﹤0.01%
+2,000
ADBE icon
113
Adobe
ADBE
$97.2B
– –
-100
CMG icon
114
Chipotle Mexican Grill
CMG
$41.4B
– –
-1,060
CRM icon
115
Salesforce
CRM
$146B
– –
-1,010
EUHY
116
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$203M
– –
-6,420
PANW icon
117
Palo Alto Networks
PANW
$208B
– –
-300
IBDZ
118
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$881M
– –
-2,020
1 2 3 4
5