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
$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
2901
$0 ﹤0.01%
54
+35
2902
$0 ﹤0.01%
68
+1
2903
$0 ﹤0.01%
+4
2904
$0 ﹤0.01%
1
2905
$0 ﹤0.01%
56
2906
$0 ﹤0.01%
+51
2907
– –
-10
2908
– –
-13
2909
$0 ﹤0.01%
2
2910
$0 ﹤0.01%
8
2911
– –
-4
2912
$0 ﹤0.01%
2
2913
– –
0
2914
$0 ﹤0.01%
6
2915
$0 ﹤0.01%
42
2916
$0 ﹤0.01%
3
2917
$0 ﹤0.01%
20
2918
– –
-10,747
2919
$0 ﹤0.01%
395
2920
$0 ﹤0.01%
+7
2921
$0 ﹤0.01%
1
2922
– –
-5
2923
– –
-35
2924
$0 ﹤0.01%
249
2925
$0 ﹤0.01%
+10
115 116
117
118 119