SSA
SSA Swiss Advisors Portfolio holdings
AUM
$208M
This Quarter Return
+2.09%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.45%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$10.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$9.08M |
| 3 |
iShares MSCI Switzerland ETF
EWL
|
$7.61M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$7.12M |
| 5 |
SPDR Gold Trust
GLD
|
$6.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 13.23% |
| 2 | Technology | 11.71% |
| 3 | Financials | 5.41% |
| 4 | Communication Services | 4.9% |
| 5 | Consumer Staples | 4.18% |
