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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
$1.35B
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,881
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$16.1M
3
+$15.9M
4
VTV icon
Vanguard Value ETF
VTV
+$14.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$14M

Top Sells

1
+$20.1M
2
+$9.84M
3
+$9.32M
4
SLV icon
iShares Silver Trust
SLV
+$8.95M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.81M

Sector Composition

1 Technology 8.85%
2 Consumer Staples 6.31%
3 Healthcare 6.19%
4 Financials 6.13%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
– –
-7,890
2552
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-73
2553
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-14
2554
– –
-3,186
2555
– –
-184
2556
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0
2557
– –
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2558
$0 ﹤0.01%
31
2559
$0 ﹤0.01%
7
2560
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-48
2561
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-142
2562
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-126
2563
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-442
2564
$0 ﹤0.01%
20
-11
2565
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-156
2566
– –
-1,000
2567
$0 ﹤0.01%
50
+10
2568
$0 ﹤0.01%
13
-70
2569
$0 ﹤0.01%
87
+1
2570
– –
-60
2571
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-8
2572
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-87
2573
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-15
2574
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-340
2575
– –
-256
101 102
103
104 105