We are live on ! Find out more
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
2751
– –
-638
2752
$0 ﹤0.01%
11
-27
2753
– –
-52
2754
– –
-6,680
2755
$0 ﹤0.01%
16
2756
– –
-4,531
2757
– –
-80
2758
– –
-1,050
2759
– –
-63
2760
$0 ﹤0.01%
33
2761
– –
-2
2762
$0 ﹤0.01%
105
-25,200
2763
– –
-100
2764
$0 ﹤0.01%
1
2765
$0 ﹤0.01%
6
2766
$0 ﹤0.01%
31
2767
– –
-55
2768
$0 ﹤0.01%
19
-6
2769
– –
-108
2770
– –
-20
2771
– –
-6,000
2772
– –
-21,000
2773
– –
-1,030
2774
$0 ﹤0.01%
15
-35
2775
– –
-212
109 110
111
112 113