SSA
SSA Swiss Advisors Portfolio holdings
AUM
$215M
1 Year Est. Return
–
AUM
$208M
AUM Growth
+$12.2M
(+6.2%)
Holding
135
Top Buys
| 1 | +$3.98M | |
| 2 | +$3.61M | |
| 3 | +$3.35M | |
| 4 |
Eli Lilly
LLY
|
+$3.26M |
| 5 |
Pinduoduo
PDD
|
+$3.25M |
Top Sells
| 1 | +$3.8M | |
| 2 | +$3.65M | |
| 3 | +$3.62M | |
| 4 |
Monster Beverage
MNST
|
+$3.48M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.24B
| – | – |
-970
|
|
||
127
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.09B
| – | – |
-118
|
|