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
$1.51B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,256
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.55M
3
+$2.58M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.35M

Top Sells

1
+$77.9M
2
+$45.5M
3
+$45.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$38.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$38M

Sector Composition

1 Technology 9.02%
2 Consumer Staples 8.54%
3 Financials 6.43%
4 Healthcare 4.84%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
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-59
2527
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2528
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2529
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-2,118
2530
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2531
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2532
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2533
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-2,784
2534
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-1,000
2535
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-11,900
2536
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-7,158
2537
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-2,774
2538
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-210
2539
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-5,022
2540
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2541
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-666
2542
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-2,665
2543
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-734
2544
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-4,906
2545
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2546
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-14
2547
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0
2548
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-278
2549
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-15
2550
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-8,127
100 101
102
103 104