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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
2901
– –
-45
2902
– –
-27
2903
– –
-50
2904
– –
-4,403
2905
– –
-468
2906
– –
-680
2907
– –
-229
2908
– –
-261
2909
– –
-1,991
2910
– –
-1,160
2911
– –
-150
2912
– –
-400
2913
– –
-10
2914
– –
-16
2915
– –
-4,215
2916
– –
-256
2917
– –
-108
2918
– –
-183
2919
– –
-160,015
2920
– –
-271
2921
– –
-11,292
2922
– –
-1,730
2923
– –
-13,329
2924
– –
-442
2925
– –
-16,634
115 116
117
118 119