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
2576
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-16,068
2577
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2578
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-4,183
2579
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-1,000
2580
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2581
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-900
2582
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-715
2583
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-746
2584
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-100
2585
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-1,927
2586
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-9,610
2587
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-502
2588
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-2,997
2589
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-620
2590
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-3,163
2591
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-3,000
2592
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-800
2593
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-9,150
2594
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-19
2595
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-77
2596
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-258
2597
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-1,631
2598
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-7,183
2599
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-2,153
2600
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-275
102 103
104
105 106