SFC
Swisher Financial Concepts Portfolio holdings
AUM
$155M
This Quarter Return
+0.88%
1 Year Return
+15.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+43%)
Cap. Flow
+$35.2M
Cap. Flow
% of AUM
29.06%
Top 10 Holdings %
Top 10 Hldgs %
59.28%
Holding
90
New
27
Increased
32
Reduced
17
Closed
10
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$9.37M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$8.21M |
| 3 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$5.39M |
| 4 |
Vanguard Total Bond Market
BND
|
$4.92M |
| 5 |
Capital Group Growth ETF
CGGR
|
$4.71M |
Top Sells
| 1 |
Abbott
ABT
|
$5.82M |
| 2 |
Apple
AAPL
|
$4.8M |
| 3 |
Amazon
AMZN
|
$3.47M |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$2.28M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$1.59M |
Sector Composition
| 1 | Healthcare | 11.47% |
| 2 | Technology | 5.32% |
| 3 | Consumer Staples | 1.83% |
| 4 | Industrials | 1.34% |
| 5 | Communication Services | 1.33% |
