SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,986
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$10.8M
3
+$9.78M
4
GXC icon
State Street SPDR S&P China ETF
GXC
+$8.37M
5
WMT icon
Walmart Inc
WMT
+$8.12M

Top Sells

1
+$15.6M
2
+$8.57M
3
+$7.63M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.06M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.58M

Sector Composition

1 Technology 9.63%
2 Financials 5.56%
3 Consumer Staples 5.27%
4 Healthcare 4.92%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$2K ﹤0.01%
500
2502
$2K ﹤0.01%
240
+86
2503
$2K ﹤0.01%
40
2504
$2K ﹤0.01%
67
2505
$2K ﹤0.01%
+727
2506
$2K ﹤0.01%
27
+7
2507
$2K ﹤0.01%
+20
2508
$2K ﹤0.01%
133
2509
$2K ﹤0.01%
+46
2510
$2K ﹤0.01%
71
2511
$2K ﹤0.01%
141
+3
2512
$2K ﹤0.01%
50
2513
$2K ﹤0.01%
133
2514
$2K ﹤0.01%
14
+5
2515
$2K ﹤0.01%
32
+24
2516
$2K ﹤0.01%
300
-83
2517
$2K ﹤0.01%
208
2518
$2K ﹤0.01%
500
2519
$1K ﹤0.01%
61
2520
$1K ﹤0.01%
112
2521
$1K ﹤0.01%
42
+32
2522
$1K ﹤0.01%
375
-550
2523
$1K ﹤0.01%
2,509
+2,500
2524
$1K ﹤0.01%
2,945
2525
$1K ﹤0.01%
+100
99 100
101
102 103