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
$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 5.27%
4 Healthcare 4.92%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$1K ﹤0.01%
150
+50
2577
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319
2578
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+130
2579
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105
+11
2580
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100
2581
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27
2582
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164
-52
2583
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2584
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21
2585
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183
+21
2586
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64
2587
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24
2588
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19
+7
2589
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22
+8
2590
$1K ﹤0.01%
8
-17
2591
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2592
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+20
2593
$1K ﹤0.01%
24
-25,764
2594
$1K ﹤0.01%
154
+36
2595
$1K ﹤0.01%
20
2596
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54
2597
$1K ﹤0.01%
5
-9
2598
$1K ﹤0.01%
370
2599
$1K ﹤0.01%
50
2600
$1K ﹤0.01%
41
102 103
104
105 106