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
2926
– –
-300
2927
$0 ﹤0.01%
119
2928
– –
-94
2929
– –
-1,300
2930
– –
-1,928
2931
– –
-321
2932
– –
-1,235
2933
$0 ﹤0.01%
25
2934
$0 ﹤0.01%
11
2935
– –
-15,108
2936
– –
-2,000
2937
– –
-4
2938
– –
-45
2939
– –
-2,948
2940
– –
-2,000
2941
– –
-200
2942
– –
-1,269
2943
– –
-1,185
2944
– –
-1,284
2945
– –
-1,326
2946
– –
-1,350
2947
$0 ﹤0.01%
1,628
2948
– –
-944
2949
– –
-2,391
2950
– –
-80
115 116 117
118
119