SSA

SSA Swiss Advisors Portfolio holdings

AUM $215M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.08M
3 +$7.61M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.12M
5
GLD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$55.7K 0.03%
+1,171
102
$55.5K 0.03%
+776
103
$43K 0.02%
+605
104
$42.1K 0.02%
+310
105
$40.1K 0.02%
+194
106
$31.9K 0.02%
+1,015
107
$27.6K 0.01%
+111
108
$23.5K 0.01%
+210
109
$22.7K 0.01%
+520
110
$18.1K 0.01%
+183
111
$17.6K 0.01%
+158
112
$13.6K 0.01%
+600
113
$12K 0.01%
+350
114
$11.4K 0.01%
+118
115
$759 ﹤0.01%
+1,145