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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
$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
2876
– –
-5,462
2877
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-68
2878
– –
-11
2879
– –
0
2880
$0 ﹤0.01%
1
2881
$0 ﹤0.01%
8
2882
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-626
2883
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-21
2884
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-1,549
2885
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-3,188
2886
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0
2887
$0 ﹤0.01%
7
2888
$0 ﹤0.01%
181
2889
$0 ﹤0.01%
52
2890
$0 ﹤0.01%
31
2891
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2892
$0 ﹤0.01%
1
2893
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2894
$0 ﹤0.01%
18
2895
$0 ﹤0.01%
270
2896
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2897
$0 ﹤0.01%
4
2898
$0 ﹤0.01%
1
2899
$0 ﹤0.01%
+1
2900
$0 ﹤0.01%
10
114 115
116
117 118