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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 | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.48T
| $535K | 0.3% |
1,440
-60
| -4% | -$24.7K |
|
52
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.04B
| $532K | 0.3% |
10,534
-231
| -2% | -$11.9K |
|
53
United Rentals
URI
$65.5B
| $531K | 0.3% |
729
| – | – |
|
54
iShares US Industrials ETF
IYJ
$1.96B
| $505K | 0.28% |
3,420
-360
| -10% | -$55.7K |
|
55
Centene
CNC
$33.1B
| $477K | 0.27% |
14,564
| – | – |
|
56
NextEra Energy
NEE
$185B
| $440K | 0.25% |
4,733
+63
| +1% | +$5.6K |
|
57
Cincinnati Financial
CINF
$27.2B
| $414K | 0.23% |
2,628
+6
| +0.2% | +$976 |
|
58
Cardinal Health
CAH
$53.6B
| $413K | 0.23% |
1,956
| – | – |
|
59
McKesson
MCK
$94.7B
| $408K | 0.23% |
472
+120
| +34% | +$107K |
|
60
Vanguard Intermediate-Term Bond ETF
BIV
$29B
| $405K | 0.23% |
5,246
-403
| -7% | -$31.4K |
|
61
JPMorgan Realty Income ETF
JPRE
$483M
| $398K | 0.22% |
8,288
+560
| +7% | +$27.4K |
|
62
Vanguard S&P 500 ETF
VOO
$985B
| $397K | 0.22% |
665
+108
| +19% | +$67.5K |
|
63
iShares S&P 500 Growth ETF
IVW
$75B
| $367K | 0.21% |
3,243
-28
| -0.9% | -$3.37K |
|
64
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$256M
| $346K | 0.19% |
2,525
+157
| +7% | +$21.8K |
|
|
65
Capital Group Core Equity ETF
CGUS
$11.3B
| $343K | 0.19% |
8,940
-7,392
| -45% | -$298K |
|
|
VPU
66
Vanguard Utilities ETF
VPU
$8.71B
| $329K | 0.18% |
1,658
-50
| -3% | -$9.71K |
|
67
iShares US Aerospace & Defense ETF
ITA
$14B
| $324K | 0.18% |
1,481
+41
| +3% | +$9.59K |
|
68
Cummins
CMI
$90.5B
| $321K | 0.18% |
597
| – | – |
|
69
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
| $319K | 0.18% |
+14,065
| New | +$323K |
|
70
Visa
V
$682B
| $310K | 0.17% |
1,025
+106
| +12% | +$34.1K |
|
71
Berkshire Hathaway Class B
BRK.B
$1.06T
| $308K | 0.17% |
642
| – | – |
|
72
Merck
MRK
$305B
| $304K | 0.17% |
2,530
+52
| +2% | +$6K |
|
73
Constellation Energy
CEG
$92B
| $300K | 0.17% |
1,074
+30
| +3% | +$9.12K |
|
74
Vanguard FTSE Emerging Markets ETF
VWO
$122B
| $290K | 0.16% |
5,360
-155
| -3% | -$8.68K |
|
75
Vanguard Mega Cap Growth ETF
MGK
$33.5B
| $286K | 0.16% |
3,895
+15
| +0.4% | +$1.18K |
|
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