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SFC
Swisher Financial Concepts Portfolio holdings
AUM
$179M
1-Year Est. Return
18.91%
This Fund
S&P 500
This Quarter
Est. Return
-0.94%
1 Year Est. Return
+18.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$179M
AUM Growth
+$2.6M
(+1.5%)
Cap. Flow
+$6.66M
Cap. Flow
% of AUM
3.73%
Top 10 Holdings %
Top 10 Hldgs %
55.87%
Holding
106
New
9
Increased
47
Reduced
32
Closed
4
Top Buys
Top Sells
| 1 |
Capital Group International Focus Equity ETF
CGXU
|
+$3.23M |
| 2 |
Capital Group Core Equity ETF
CGUS
|
+$298K |
| 3 |
T. Rowe Price Dividend Growth ETF
TDVG
|
+$243K |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$225K |
| 5 |
Accenture
ACN
|
+$204K |
Sector Composition
| 1 | Healthcare | 11.05% |
| 2 | Technology | 8.46% |
| 3 | Consumer Staples | 2.98% |
| 4 | Industrials | 2.69% |
| 5 | Energy | 2.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR Gold Trust
GLD
$131B
| $1.18M | 0.66% |
2,743
-65
| -2% | -$29.1K |
|
27
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
| $1.15M | 0.64% |
23,518
-398
| -2% | -$19.5K |
|
28
Eli Lilly
LLY
$1.02T
| $1.11M | 0.62% |
1,203
+4
| +0.3% | +$4.05K |
|
29
Alphabet (Google) Class C
GOOG
$4.46T
| $1.08M | 0.6% |
3,767
-60
| -2% | -$18.9K |
|
30
Vertiv
VRT
$116B
| $983K | 0.55% |
3,922
+31
| +0.8% | +$6.88K |
|
31
Procter & Gamble
PG
$344B
| $931K | 0.52% |
6,444
+56
| +0.9% | +$8.49K |
|
32
Invesco QQQ Trust
QQQ
$481B
| $875K | 0.49% |
1,515
-125
| -8% | -$75.9K |
|
33
TSMC
TSM
$2.17T
| $851K | 0.48% |
2,517
+26
| +1% | +$8.95K |
|
34
Walmart Inc
WMT
$907B
| $811K | 0.45% |
6,524
+29
| +0.4% | +$3.56K |
|
35
GE Aerospace
GE
$374B
| $809K | 0.45% |
2,852
+12
| +0.4% | +$3.77K |
|
36
Cisco
CSCO
$447B
| $806K | 0.45% |
10,382
+648
| +7% | +$50.7K |
|
37
JPMorgan Chase
JPM
$936B
| $774K | 0.43% |
2,632
+28
| +1% | +$8.5K |
|
38
Costco
COST
$409B
| $746K | 0.42% |
749
-2
| -0.3% | -$1.95K |
|
39
Berkshire Hathaway Class A
BRK.A
$1.06T
| $718K | 0.4% |
1
| – | – |
|
40
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.2B
| $707K | 0.4% |
8,990
-316
| -3% | -$25.4K |
|
41
Altria Group
MO
$118B
| $668K | 0.37% |
10,116
+91
| +0.9% | +$5.86K |
|
42
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.2B
| $643K | 0.36% |
14,563
-2,520
| -15% | -$119K |
|
|
IDEQ
43
Lazard International Dynamic Equity ETF
IDEQ
$1.52B
| $637K | 0.36% |
+20,050
| New | +$655K |
|
44
Vanguard Mid-Cap ETF
VO
$106B
| $625K | 0.35% |
8,704
-112
| -1% | -$8.32K |
|
45
Vanguard S&P 500 Growth ETF
VOOG
$26.4B
| $615K | 0.34% |
9,042
+3,198
| +55% | +$231K |
|
46
Vanguard International Dividend Appreciation ETF
VIGI
$8.92B
| $592K | 0.33% |
6,698
-832
| -11% | -$76.8K |
|
47
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
| $573K | 0.32% |
21,886
+2,632
| +14% | +$70.2K |
|
48
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.1B
| $572K | 0.32% |
11,578
-189
| -2% | -$9.47K |
|
49
Invesco S&P MidCap Momentum ETF
XMMO
$7.39B
| $566K | 0.32% |
3,901
+216
| +6% | +$31.2K |
|
50
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $552K | 0.31% |
10,412
-704
| -6% | -$38.6K |
|
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