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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
2501
$0 ﹤0.01%
26
2502
$0 ﹤0.01%
3
2503
$0 ﹤0.01%
18
-2
2504
$0 ﹤0.01%
1
2505
$0 ﹤0.01%
60
2506
– –
-69
2507
$0 ﹤0.01%
10
2508
– –
-300
2509
– –
-68
2510
$0 ﹤0.01%
12
2511
– –
-34
2512
– –
-2,363
2513
$0 ﹤0.01%
8
-859
2514
– –
-7,531
2515
$0 ﹤0.01%
+35
2516
– –
-1,343
2517
– –
-100
2518
– –
0
2519
– –
-882
2520
– –
-510
2521
– –
0
2522
– –
-16
2523
– –
-53
2524
– –
-686
2525
$0 ﹤0.01%
5
-1
99 100
101
102 103