S

swisspartners Portfolio holdings

AUM $78.4M
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
-9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$8.02M
3 +$6.5M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$5.49M
5
V icon
Visa
V
+$4.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.38%
2 Consumer Discretionary 18.86%
3 Financials 17.93%
4 Healthcare 11.7%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$26K 0.02%
+15,000