S
swisspartners Portfolio holdings
AUM
$78.4M
This Quarter Return
-18.17%
1 Year Return
-9.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(-17%)
Cap. Flow
-$356K
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
51.44%
Holding
88
New
7
Increased
14
Reduced
10
Closed
10
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.11M |
| 2 |
Amazon
AMZN
|
$1.46M |
| 3 |
Ralph Lauren
RL
|
$1.11M |
| 4 |
Alaska Air
ALK
|
$992K |
| 5 |
Marathon Petroleum
MPC
|
$764K |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$2.45M |
| 2 |
Petrobras
PBR
|
$2.17M |
| 3 |
TSMC
TSM
|
$1.26M |
| 4 |
Piedmont Lithium
PLL
|
$730K |
| 5 |
Netflix
NFLX
|
$273K |
Sector Composition
| 1 | Technology | 22.58% |
| 2 | Consumer Discretionary | 18.85% |
| 3 | Financials | 18.69% |
| 4 | Communication Services | 8.3% |
| 5 | Industrials | 8.23% |
