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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
2801
– –
-13
2802
$0 ﹤0.01%
112
-1,283
2803
$0 ﹤0.01%
10
2804
$0 ﹤0.01%
8
2805
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-5
2806
– –
-45
2807
$0 ﹤0.01%
20
2808
$0 ﹤0.01%
2
2809
– –
-1,326
2810
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-103
2811
$0 ﹤0.01%
1,628
2812
– –
-12,111
2813
$0 ﹤0.01%
9
-16
2814
$0 ﹤0.01%
+19
2815
$0 ﹤0.01%
+1
2816
– –
-5,650
2817
$0 ﹤0.01%
668
2818
– –
-108
2819
– –
-683
2820
$0 ﹤0.01%
1
2821
$0 ﹤0.01%
60
-39
2822
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-22
2823
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-50
2824
– –
-886
2825
– –
-600
111 112
113
114 115