SSA

SSA Swiss Advisors Portfolio holdings

AUM $208M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$3.98M
2 +$3.61M
3 +$3.35M
4
LLY icon
Eli Lilly
LLY
+$3.26M
5
PDD icon
Pinduoduo
PDD
+$3.25M

Top Sells

1 +$3.8M
2 +$3.65M
3 +$3.62M
4
MNST icon
Monster Beverage
MNST
+$3.48M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.06M

Sector Composition

1 Technology 19.65%
2 Healthcare 10.99%
3 Consumer Discretionary 5.59%
4 Communication Services 5.13%
5 Financials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IFRA icon
126
iShares US Infrastructure ETF
IFRA
$3.07B
-53,945
IGSB icon
127
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
-40,290