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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
2551
$1K ﹤0.01%
44
2552
$1K ﹤0.01%
29
2553
$1K ﹤0.01%
103
-14
2554
$1K ﹤0.01%
39
2555
$1K ﹤0.01%
3
2556
$1K ﹤0.01%
+77
2557
$1K ﹤0.01%
9
2558
$1K ﹤0.01%
134
-31
2559
$1K ﹤0.01%
19
2560
$1K ﹤0.01%
15
+9
2561
$1K ﹤0.01%
253
-847
2562
$1K ﹤0.01%
150
+50
2563
$1K ﹤0.01%
319
2564
$1K ﹤0.01%
+130
2565
$1K ﹤0.01%
105
+11
2566
$1K ﹤0.01%
100
2567
$1K ﹤0.01%
27
2568
$1K ﹤0.01%
164
-52
2569
$1K ﹤0.01%
122
2570
$1K ﹤0.01%
21
2571
$1K ﹤0.01%
183
+21
2572
$1K ﹤0.01%
64
2573
$1K ﹤0.01%
24
2574
$1K ﹤0.01%
19
+7
2575
$1K ﹤0.01%
22
+8
101 102
103
104 105