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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
2601
$0 ﹤0.01%
12
-2
2602
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-500
2603
$0 ﹤0.01%
13
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2604
$0 ﹤0.01%
50
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2605
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0
2606
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2607
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2608
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2609
$0 ﹤0.01%
11
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2610
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2611
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44
2612
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2613
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2614
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2615
$0 ﹤0.01%
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-5
2616
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2617
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2618
$0 ﹤0.01%
3
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2619
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2620
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$0 ﹤0.01%
7
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2622
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2623
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-6,396
2624
$0 ﹤0.01%
34
-1
2625
– –
-22
103 104
105
106 107