SA

swisspartners Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 8.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$605K
2 +$339K
3 +$251K
4
STLA icon
Stellantis
STLA
+$171K
5
TPR icon
Tapestry
TPR
+$131K

Sector Composition

1 Consumer Discretionary 26.01%
2 Energy 15.53%
3 Healthcare 11.62%
4 Materials 11.32%
5 Technology 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$278K 0.23%
680
+15