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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
$1.35B
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,881
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$16.1M
3
+$15.9M
4
VTV icon
Vanguard Value ETF
VTV
+$14.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$14M

Top Sells

1
+$20.1M
2
+$9.84M
3
+$9.32M
4
SLV icon
iShares Silver Trust
SLV
+$8.95M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.81M

Sector Composition

1 Technology 8.85%
2 Consumer Staples 6.31%
3 Healthcare 6.19%
4 Financials 6.13%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-2,000
2702
– –
-198
2703
– –
-5,543
2704
– –
-42
2705
$0 ﹤0.01%
18
2706
– –
-995
2707
– –
-180
2708
$0 ﹤0.01%
9
-140
2709
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-574
2710
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-72
2711
– –
-36,890
2712
$0 ﹤0.01%
2
2713
$0 ﹤0.01%
8
2714
– –
-86
2715
– –
-2,114
2716
$0 ﹤0.01%
+100
2717
– –
-26
2718
$0 ﹤0.01%
38
2719
– –
-55
2720
$0 ﹤0.01%
15
2721
– –
-35
2722
$0 ﹤0.01%
15
-4
2723
– –
-18
2724
– –
-26
2725
$0 ﹤0.01%
31
107 108
109
110 111