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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
$1.51B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,256
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.52M
3
+$2.56M
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$2.47M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.23M

Top Sells

1
+$74.4M
2
+$45.2M
3
+$45M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$37.6M
5
VTV icon
Vanguard Value ETF
VTV
+$37.4M

Sector Composition

1 Technology 9.02%
2 Consumer Staples 8.54%
3 Financials 6.43%
4 Healthcare 4.84%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
– –
-4,878
2802
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-7,530
2803
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-3,604
2804
– –
-6,199
2805
– –
-2,493
2806
– –
-833
2807
– –
-2,903
2808
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-3,506
2809
– –
-45
2810
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-943
2811
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-10,872
2812
– –
-6,114
2813
– –
-646
2814
– –
-12,239
2815
– –
-6,290
2816
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-348
2817
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-252
2818
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0
2819
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-87
2820
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-31
2821
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-8,207
2822
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-100
2823
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-147
2824
– –
-7,858
2825
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-5,105
111 112
113
114 115