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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
$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 5.26%
4 Healthcare 4.92%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$1K ﹤0.01%
100
2527
$1K ﹤0.01%
92
2528
$1K ﹤0.01%
100
2529
$1K ﹤0.01%
23
2530
$1K ﹤0.01%
16
-21
2531
$1K ﹤0.01%
+80
2532
$1K ﹤0.01%
10
2533
$1K ﹤0.01%
+1
2534
$1K ﹤0.01%
101
2535
$1K ﹤0.01%
+2
2536
$1K ﹤0.01%
90
+55
2537
$1K ﹤0.01%
+26
2538
$1K ﹤0.01%
+5
2539
$1K ﹤0.01%
41
2540
$1K ﹤0.01%
20
+7
2541
$1K ﹤0.01%
330
2542
$1K ﹤0.01%
+100
2543
$1K ﹤0.01%
435
2544
$1K ﹤0.01%
15
2545
$1K ﹤0.01%
102
2546
$1K ﹤0.01%
174
2547
$1K ﹤0.01%
670
2548
$1K ﹤0.01%
31
2549
$1K ﹤0.01%
56
-1
2550
$1K ﹤0.01%
108
-11
100 101
102
103 104