SFC
Swisher Financial Concepts Portfolio holdings
AUM
$179M
1-Year Est. Return
18.91%
This Fund
S&P 500
1 Year Est. Return
+18.91%
AUM
$179M
AUM Growth
+$2.6M
(+1.5%)
Holding
106
Top Buys
| 1 | +$3.54M | |
| 2 | +$899K | |
| 3 | +$820K | |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
+$725K |
| 5 |
IDEQ
Lazard International Dynamic Equity ETF
IDEQ
|
+$655K |
Top Sells
| 1 | +$3.23M | |
| 2 | +$298K | |
| 3 | +$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 | |
|---|---|---|---|---|---|---|
101
Capital Group Core Bond ETF
CGCB
$5.1B
| $203K | 0.11% |
7,744
+7
|
|
||
102
Ryder
R
$9.71B
| $201K | 0.11% |
+981
|
|
||
103
Agilon Health
AGL
$1.54B
| – | – |
-1,302
|
|
||
|
104
Accenture
ACN
$115B
| – | – |
-762
|
|
||
|
105
iShares Bitcoin Trust
IBIT
$59.2B
| – | – |
-4,525
|
|
||
106
T. Rowe Price Dividend Growth ETF
TDVG
$1.34B
| – | – |
-5,408
|
|