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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
2626
$1K ﹤0.01%
+100
2627
$1K ﹤0.01%
13
2628
$1K ﹤0.01%
46
+38
2629
$1K ﹤0.01%
1,085
2630
$1K ﹤0.01%
+50
2631
$1K ﹤0.01%
2
2632
$1K ﹤0.01%
+100
2633
$1K ﹤0.01%
100
2634
$1K ﹤0.01%
7
-34
2635
$1K ﹤0.01%
100
2636
$1K ﹤0.01%
51
2637
$1K ﹤0.01%
89
2638
$1K ﹤0.01%
3
2639
$1K ﹤0.01%
100
2640
$1K ﹤0.01%
28
2641
$1K ﹤0.01%
100
2642
$1K ﹤0.01%
+20
2643
$1K ﹤0.01%
+100
2644
$1K ﹤0.01%
25
2645
$1K ﹤0.01%
44
+16
2646
$1K ﹤0.01%
+300
2647
$1K ﹤0.01%
6
2648
$1K ﹤0.01%
18
2649
$1K ﹤0.01%
100
2650
$1K ﹤0.01%
27
104 105
106
107 108