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
$1.31B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,788
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$4.91M
3
+$4.71M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.89M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.66M

Top Sells

1
+$6.82M
2
+$6.25M
3
+$5.12M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.09M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.42M

Sector Composition

1 Technology 9.62%
2 Financials 7.85%
3 Consumer Staples 6.93%
4 Healthcare 6.54%
5 Industrials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$0 ﹤0.01%
10
2577
– –
-100
2578
– –
-28
2579
– –
-217
2580
$0 ﹤0.01%
11
-11
2581
– –
0
2582
$0 ﹤0.01%
+14
2583
$0 ﹤0.01%
48
+25
2584
– –
-9,542
2585
– –
-81
2586
$0 ﹤0.01%
+78
2587
$0 ﹤0.01%
59
2588
$0 ﹤0.01%
500
2589
– –
-202
2590
$0 ﹤0.01%
54
2591
$0 ﹤0.01%
16
-1
2592
$0 ﹤0.01%
7
2593
$0 ﹤0.01%
24
-201
2594
– –
-216
2595
– –
0
2596
$0 ﹤0.01%
22
-136
2597
$0 ﹤0.01%
20
2598
– –
-1,667
2599
– –
-919
2600
– –
0
102 103
104
105 106