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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,788
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$4.91M
3
+$4.71M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.89M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.66M

Top Sells

1
+$6.82M
2
+$6.25M
3
+$5.12M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.09M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.42M

Sector Composition

1 Technology 9.62%
2 Financials 7.85%
3 Consumer Staples 6.93%
4 Healthcare 6.54%
5 Industrials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
449
+364
2477
$1K ﹤0.01%
+14
2478
$1K ﹤0.01%
+34
2479
$1K ﹤0.01%
57
+2
2480
$1K ﹤0.01%
+60
2481
$1K ﹤0.01%
520
2482
$1K ﹤0.01%
17
2483
$1K ﹤0.01%
69
2484
$1K ﹤0.01%
300
2485
$1K ﹤0.01%
21
2486
– –
-2,766
2487
$0 ﹤0.01%
36
2488
$0 ﹤0.01%
36
2489
$0 ﹤0.01%
22
-30
2490
– –
-7
2491
$0 ﹤0.01%
8
2492
– –
-56
2493
$0 ﹤0.01%
1
2494
$0 ﹤0.01%
109
2495
$0 ﹤0.01%
20
2496
$0 ﹤0.01%
1
2497
– –
-40
2498
$0 ﹤0.01%
12
2499
$0 ﹤0.01%
+7
2500
– –
-99
98 99
100
101 102