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
$106M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$700K
2 +$586K
3 +$571K
4
DOW icon
Dow Inc
DOW
+$445K
5
OXY icon
Occidental Petroleum
OXY
+$405K

Top Sells

1 +$2.46M
2 +$1.62M
3 +$644K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$319K
5
ALC icon
Alcon
ALC
+$89.7K

Sector Composition

1 Consumer Discretionary 16.33%
2 Energy 15.67%
3 Materials 9.93%
4 Industrials 6.96%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-645