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
$1.35B
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
2576
$0 ﹤0.01%
78
2577
$0 ﹤0.01%
59
2578
– –
-25
2579
$0 ﹤0.01%
54
2580
$0 ﹤0.01%
16
2581
$0 ﹤0.01%
7
2582
– –
-47
2583
$0 ﹤0.01%
24
2584
– –
-493
2585
$0 ﹤0.01%
40
2586
$0 ﹤0.01%
4
-1
2587
$0 ﹤0.01%
102
2588
– –
-694
2589
$0 ﹤0.01%
41
-136
2590
– –
-22
2591
$0 ﹤0.01%
20
2592
– –
-200
2593
$0 ﹤0.01%
8
-2
2594
$0 ﹤0.01%
1,695
2595
$0 ﹤0.01%
902
2596
$0 ﹤0.01%
12
2597
$0 ﹤0.01%
10
-71
2598
– –
-85
2599
– –
-77
2600
– –
-202
102 103
104
105 106