SA

swisspartners Advisors Portfolio holdings

AUM $106M
1-Year Est. Return 1.84%
This Quarter Est. Return
1 Year Est. Return
-1.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$254K
2 +$151K
3 +$143K
4
WDC icon
Western Digital
WDC
+$79.7K
5
IEV icon
iShares Europe ETF
IEV
+$39.9K

Sector Composition

1 Consumer Discretionary 23.5%
2 Energy 15.24%
3 Healthcare 13.21%
4 Materials 11.01%
5 Technology 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$254K 0.23%
+665