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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
$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 5.26%
4 Healthcare 4.92%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$1K ﹤0.01%
20
2602
$1K ﹤0.01%
6
-17
2603
$1K ﹤0.01%
+28
2604
$1K ﹤0.01%
16
-1
2605
$1K ﹤0.01%
250
2606
$1K ﹤0.01%
53
+19
2607
$1K ﹤0.01%
11
-23
2608
$1K ﹤0.01%
122
2609
$1K ﹤0.01%
37
2610
$1K ﹤0.01%
55
2611
$1K ﹤0.01%
483
2612
$1K ﹤0.01%
15
2613
$1K ﹤0.01%
15
+10
2614
$1K ﹤0.01%
28
2615
$1K ﹤0.01%
23
2616
$1K ﹤0.01%
9
+3
2617
$1K ﹤0.01%
48
-8
2618
$1K ﹤0.01%
103
2619
$1K ﹤0.01%
+100
2620
$1K ﹤0.01%
28
+17
2621
$1K ﹤0.01%
+40
2622
$1K ﹤0.01%
20
-68
2623
$1K ﹤0.01%
75
+18
2624
$1K ﹤0.01%
+18
2625
$1K ﹤0.01%
58
103 104
105
106 107