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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
$1.31B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,788
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$4.91M
3
+$4.71M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.89M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.66M

Top Sells

1
+$6.82M
2
+$6.25M
3
+$5.12M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.09M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.42M

Sector Composition

1 Technology 9.62%
2 Financials 7.85%
3 Consumer Staples 6.93%
4 Healthcare 6.54%
5 Industrials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$0 ﹤0.01%
2
2727
– –
-5,657
2728
$0 ﹤0.01%
25
2729
– –
-1,128
2730
$0 ﹤0.01%
108
2731
– –
-1,200
2732
$0 ﹤0.01%
1
2733
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-17
2734
– –
-1,049
2735
$0 ﹤0.01%
+50
2736
– –
-565
2737
– –
-649
2738
– –
-25
2739
– –
-530
2740
$0 ﹤0.01%
276
-47
2741
$0 ﹤0.01%
300
2742
– –
-16
2743
– –
-200
2744
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-730
2745
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0
2746
– –
-6,797
2747
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-316
2748
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2749
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-1,333
2750
– –
-35
107 108 109
110
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