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Home > Institutional Investor > Swisher Financial Concepts, Inc. > Profile

Instuitional Investor - Swisher Financial Concepts, Inc.

Fund Profile
Filing Period:
Fund Name: Swisher Financial Concepts, Inc.
Portfolio Value $130,895
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 52,130 $8,433 8.11%
2.
Capital Group Dividend Value
 283,427 $8,348 8.03%
3.
Pacer Fds Tr
 141,233 $7,221 6.95%
4.
Vanguard Index Fds
 28,977 $6,582 6.33%
5.
Abbott Laboratories
 ABT 51,670 $5,877 5.65%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)