SSA
SSA Swiss Advisors Portfolio holdings
AUM
$208M
1 Year Est. Return
–
AUM
$195M
AUM Growth
–
Holding
121
Top Buys
| 1 | +$10.5M | |
| 2 | +$9.08M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares MSCI Taiwan ETF
EWT
$6.76B
| $55.7K | 0.03% |
+1,171
|
|
||
102
JPMorgan BetaBuilders Canada ETF
BBCA
$8.87B
| $55.5K | 0.03% |
+776
|
|
||
103
Innovative Industrial Properties
IIPR
$1.51B
| $43K | 0.02% |
+605
|
|
||
104
SPDR S&P Dividend ETF
SDY
$20.2B
| $42.1K | 0.02% |
+310
|
|
||
105
Technology Select Sector SPDR Fund
XLK
$93.7B
| $40.1K | 0.02% |
+194
|
|
||
106
Kyndryl
KD
$6.38B
| $31.9K | 0.02% |
+1,015
|
|
||
107
IBM
IBM
$262B
| $27.6K | 0.01% |
+111
|
|
||
108
Gilead Sciences
GILD
$152B
| $23.5K | 0.01% |
+210
|
|
||
109
iShares MSCI Emerging Markets ETF
EEM
$20.6B
| $22.7K | 0.01% |
+520
|
|
||
110
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.8B
| $18.1K | 0.01% |
+183
|
|
||
111
Novartis
NVS
$254B
| $17.6K | 0.01% |
+158
|
|
||
112
Intel
INTC
$176B
| $13.6K | 0.01% |
+600
|
|
||
113
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.28B
| $12K | 0.01% |
+350
|
|
||
114
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.02B
| $11.4K | 0.01% |
+118
|
|
||
115
GoPro
GPRO
$321M
| $759 | ﹤0.01% |
+1,145
|
|