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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
$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
2626
– –
-100
2627
– –
-131
2628
$0 ﹤0.01%
2
2629
$0 ﹤0.01%
+8
2630
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-312
2631
– –
-30
2632
– –
-59
2633
$0 ﹤0.01%
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2634
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2635
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2636
$0 ﹤0.01%
10
-14
2637
– –
-40
2638
– –
-8,000
2639
$0 ﹤0.01%
+370
2640
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2641
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2642
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-114
2643
$0 ﹤0.01%
20
2644
$0 ﹤0.01%
7
-49
2645
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2646
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0
2647
$0 ﹤0.01%
+300
2648
– –
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2649
$0 ﹤0.01%
8
2650
$0 ﹤0.01%
8
104 105
106
107 108