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
$2B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,859
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.9M
3
+$9.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.93M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.85M

Top Sells

1
+$20.5M
2
+$15.4M
3
+$13.5M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$12.6M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.09M

Sector Composition

1 Technology 9.93%
2 Healthcare 5.35%
3 Consumer Staples 5.05%
4 Financials 4.89%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$0 ﹤0.01%
52
-31
2602
$0 ﹤0.01%
16
+1
2603
– –
-9
2604
– –
-7
2605
$0 ﹤0.01%
33
2606
– –
-16,231
2607
$0 ﹤0.01%
+2
2608
$0 ﹤0.01%
+1
2609
$0 ﹤0.01%
+12
2610
$0 ﹤0.01%
64
2611
$0 ﹤0.01%
+14
2612
– –
-152
2613
$0 ﹤0.01%
+6
2614
– –
-7
2615
– –
-188
2616
$0 ﹤0.01%
31
2617
– –
-18
2618
– –
-7
2619
$0 ﹤0.01%
25
-44
2620
– –
-20
2621
– –
-240
2622
$0 ﹤0.01%
30
2623
– –
-8,856
2624
$0 ﹤0.01%
50
2625
– –
-3
103 104
105
106 107