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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 | |
|---|---|---|---|---|---|---|
101
Capital Group Core Bond ETF
CGCB
$5.59B
| $203K | 0.11% |
7,744
+7
| +0.1% | +$186 |
|
102
Ryder
R
$10.4B
| $201K | 0.11% |
+981
| New | +$198K |
|
|
103
Accenture
ACN
$82.3B
| – | – |
-762
| Closed | -$204K |
|
104
Agilon Health
AGL
$2.05B
| – | – |
-1,302
| Closed | -$22.4K |
|
|
105
iShares Bitcoin Trust
IBIT
$47.3B
| – | – |
-4,525
| Closed | -$225K |
|
|
106
T. Rowe Price Dividend Growth ETF
TDVG
$1.39B
| – | – |
-5,408
| Closed | -$243K |
|
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