SFC

Swisher Financial Concepts Portfolio holdings

AUM $167M
1-Year Est. Return 16.33%
This Quarter Est. Return
1 Year Est. Return
+16.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$8.35M
3
+$7.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.58M
5
ABT icon
Abbott
ABT
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.59%
2 Technology 9.52%
3 Consumer Discretionary 3.33%
4 Financials 2.07%
5 Consumer Staples 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.2%
+3,370
77
$206K 0.2%
+5,921
78
$205K 0.2%
+6,394
79
$204K 0.2%
+5,890
80
$200K 0.19%
+2,501
81
$116K 0.11%
+10,172
1 2 3
4