SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,256
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.55M
3
+$2.58M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.35M

Top Sells

1
+$77.9M
2
+$45.5M
3
+$45.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$38.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$38M

Sector Composition

1 Technology 9.02%
2 Consumer Staples 8.54%
3 Financials 6.43%
4 Healthcare 4.84%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
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-5,868
2627
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-14
2628
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2629
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-4,447
2630
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2631
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2632
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2633
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2634
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-6,492
2635
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2636
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-1,050
2637
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-59
2638
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-475
2639
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-438
2640
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-10
2641
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-50
2642
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-3,700
2643
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-7,531
2644
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2645
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-450
2646
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-524
2647
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-12,672
2648
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-181
2649
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-79
2650
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-167
104 105
106
107 108