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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
2651
$1K ﹤0.01%
61
2652
$1K ﹤0.01%
112
2653
$1K ﹤0.01%
42
+32
2654
$1K ﹤0.01%
375
-550
2655
$1K ﹤0.01%
2,509
+2,500
2656
$1K ﹤0.01%
2,945
2657
$1K ﹤0.01%
+100
2658
$1K ﹤0.01%
166
-2
2659
$1K ﹤0.01%
10
-35
2660
$1K ﹤0.01%
9
2661
$1K ﹤0.01%
21
2662
$1K ﹤0.01%
+3
2663
$0 ﹤0.01%
50
2664
$0 ﹤0.01%
3
2665
$0 ﹤0.01%
36
2666
$0 ﹤0.01%
30
2667
– –
-178
2668
$0 ﹤0.01%
1
-1
2669
– –
-5
2670
$0 ﹤0.01%
5
-2
2671
$0 ﹤0.01%
3
2672
$0 ﹤0.01%
109
2673
– –
-500
2674
$0 ﹤0.01%
26
2675
$0 ﹤0.01%
3
105 106
107
108 109