SH
Svenska Handelsbanken Portfolio holdings
AUM
$106M
1-Year Return
29.59%
This Quarter Return
-4.36%
1 Year Return
-29.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$6.4M
AUM Growth
-$1M
(-14%)
Cap. Flow
-$937K
Cap. Flow
% of AUM
-14.65%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
–
Closed
1
Top Buys
| 1 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
+$5.48M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.41M |
Sector Composition
| 1 | Technology | 5.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.35B
| $5.48M | 85.57% |
+157,657
| New | +$5.48M |
|
2
SPDR Gold Trust
GLD
$115B
| $600K | 9.38% |
3,500
| – | – |
|
3
Apple
AAPL
$3.47T
| $323K | 5.05% |
1,885
| – | – |
|
|
4
SPDR S&P 500 ETF Trust
SPY
$670B
| – | – |
-14,465
| Closed | -$6.41M |
|