SFC
Swisher Financial Concepts Portfolio holdings
AUM
$155M
This Quarter Return
+8.19%
1 Year Return
+15.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+28%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
16.04%
Top 10 Holdings %
Top 10 Hldgs %
52.72%
Holding
97
New
17
Increased
29
Reduced
37
Closed
7
Top Buys
| 1 |
Abbott
ABT
|
$7.01M |
| 2 |
Apple
AAPL
|
$5.39M |
| 3 |
Amazon
AMZN
|
$3.95M |
| 4 |
Exxon Mobil
XOM
|
$2.13M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.61M |
Top Sells
Sector Composition
| 1 | Healthcare | 12.49% |
| 2 | Technology | 8.82% |
| 3 | Consumer Staples | 3.39% |
| 4 | Consumer Discretionary | 3.01% |
| 5 | Energy | 1.9% |
