SA
swisspartners Advisors Portfolio holdings
AUM
$122M
1-Year Est. Return
3.92%
1 Year Est. Return
+3.92%
AUM
$106M
AUM Growth
+$11.1M
(+12%)
Holding
26
Top Buys
| 1 | +$713K | |
| 2 | +$617K | |
| 3 | +$566K | |
| 4 |
Occidental Petroleum
OXY
|
+$406K |
| 5 |
Dow Inc
DOW
|
+$405K |
Top Sells
| 1 | +$2.82M | |
| 2 | +$1.77M | |
| 3 | +$670K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$319K |
| 5 |
Alcon
ALC
|
+$88.4K |
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
SPDR S&P 500 ETF Trust
SPY
$666B
| – | – |
-645
|
|