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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
$2B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,859
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.9M
3
+$9.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.93M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.85M

Top Sells

1
+$20.5M
2
+$15.4M
3
+$13.5M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$12.6M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.09M

Sector Composition

1 Technology 9.93%
2 Healthcare 5.35%
3 Consumer Staples 5.05%
4 Financials 4.89%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
80
-120
2477
$1K ﹤0.01%
2,945
2478
$1K ﹤0.01%
168
2479
$1K ﹤0.01%
13
2480
$1K ﹤0.01%
9
2481
$1K ﹤0.01%
+100
2482
$1K ﹤0.01%
21
2483
– –
-42
2484
– –
-28
2485
$0 ﹤0.01%
3
2486
$0 ﹤0.01%
6
2487
$0 ﹤0.01%
36
2488
$0 ﹤0.01%
10
-90
2489
– –
-775
2490
– –
0
2491
$0 ﹤0.01%
30
2492
– –
-18
2493
– –
-16
2494
– –
0
2495
$0 ﹤0.01%
2
2496
$0 ﹤0.01%
5
2497
$0 ﹤0.01%
+7
2498
$0 ﹤0.01%
3
-1,229
2499
– –
-1,000
2500
$0 ﹤0.01%
109
98 99
100
101 102