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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
$2B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,859
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.9M
3
+$9.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.93M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.85M

Top Sells

1
+$20.5M
2
+$15.4M
3
+$13.5M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$12.6M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.09M

Sector Composition

1 Technology 9.93%
2 Healthcare 5.35%
3 Consumer Staples 5.05%
4 Financials 4.89%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
– –
-92
2802
– –
-23
2803
– –
-335
2804
$0 ﹤0.01%
10
2805
$0 ﹤0.01%
8
2806
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-120
2807
– –
-5
2808
$0 ﹤0.01%
25
2809
$0 ﹤0.01%
11
+9
2810
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-135
2811
– –
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2812
$0 ﹤0.01%
4
-182
2813
$0 ﹤0.01%
1,628
2814
$0 ﹤0.01%
9
2815
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-19
2816
$0 ﹤0.01%
45
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2817
– –
-11
2818
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-19
2819
$0 ﹤0.01%
1
2820
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2821
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-6
2822
– –
-2,727
2823
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-1
2824
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-2,762
2825
– –
-3,349
110 111 112
113
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