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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
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
2751
– –
-597
2752
– –
-512
2753
– –
-40
2754
– –
-840
2755
– –
-2,345
2756
$0 ﹤0.01%
+5,580
2757
$0 ﹤0.01%
50
2758
$0 ﹤0.01%
4
2759
– –
0
2760
– –
-24,000
2761
– –
-16
2762
$0 ﹤0.01%
+30
2763
– –
-3,147
2764
$0 ﹤0.01%
7
2765
– –
0
2766
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-31,817
2767
$0 ﹤0.01%
337
-75
2768
– –
-1,011
2769
– –
-5,740
2770
– –
-2,014
2771
– –
0
2772
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-200
2773
$0 ﹤0.01%
21
-167
2774
$0 ﹤0.01%
161
2775
– –
-4,825
107 108 109 110
111