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
$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
2851
– –
-8,041
2852
– –
-15,962
2853
– –
-1,450
2854
– –
-189
2855
– –
-283
2856
– –
-154
2857
– –
-6
2858
– –
-1,292
2859
– –
-170
2860
– –
-55
2861
– –
0
2862
– –
-100
2863
– –
-100
2864
– –
-790
2865
– –
-4,285
2866
– –
-124
2867
– –
-246
2868
– –
-22
2869
– –
-1,493
2870
– –
-4,311
2871
– –
-878
2872
– –
-1,048
2873
– –
-88
2874
– –
-7
2875
– –
0
113 114
115
116 117