We are live on ! Find out more
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
2551
– –
-6
2552
$0 ﹤0.01%
102
2553
$0 ﹤0.01%
7
2554
– –
-1,018
2555
$0 ﹤0.01%
24
2556
$0 ﹤0.01%
+80
2557
$0 ﹤0.01%
1
-86
2558
$0 ﹤0.01%
10
2559
$0 ﹤0.01%
12
2560
$0 ﹤0.01%
+220
2561
– –
-300
2562
– –
-18,150
2563
– –
-155
2564
– –
-10
2565
$0 ﹤0.01%
5
-1
2566
– –
-33
2567
– –
-356
2568
– –
-1,092
2569
$0 ﹤0.01%
6
-76
2570
– –
-41
2571
– –
-27
2572
– –
0
2573
– –
-68
2574
– –
-93
2575
– –
-575
101 102
103
104 105