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
2551
– –
-1,208
2552
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-2,875
2553
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-7,728
2554
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-50
2555
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-9,617
2556
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-99
2557
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-1,125
2558
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-792
2559
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-2,010
2560
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-1,838
2561
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-9
2562
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-910
2563
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-2,328
2564
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-1,784
2565
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-11
2566
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-3,756
2567
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-7
2568
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-500
2569
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-55
2570
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-4
2571
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-135
2572
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-76
2573
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-261
2574
– –
-8
2575
– –
-4,045
101 102
103
104 105