SH
Svenska Handelsbanken Portfolio holdings
AUM
$106M
1-Year Return
29.59%
This Quarter Return
+7.81%
1 Year Return
-29.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$7.4M
AUM Growth
+$3.05M
(+70%)
Cap. Flow
+$2.73M
Cap. Flow
% of AUM
36.9%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
2
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.68M |
| 2 |
Apple
AAPL
|
+$55.3K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$670B
| $6.41M | 86.63% |
14,465
+6,037
| +72% | +$2.68M |
|
2
SPDR Gold Trust
GLD
$115B
| $624K | 8.43% |
3,500
| – | – |
|
|
3
Apple
AAPL
$3.47T
| $366K | 4.94% |
1,885
+285
| +18% | +$55.3K |
|