We are live on ! Find out more
SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
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
2951
– –
-58
2952
– –
-104
2953
– –
-59
2954
– –
0
2955
– –
-3,141
2956
– –
-45
2957
– –
-482
2958
– –
-100
2959
– –
-1
2960
$0 ﹤0.01%
38
-8
2961
$0 ﹤0.01%
50
2962
$0 ﹤0.01%
+38
2963
– –
-7,030
2964
$0 ﹤0.01%
10
-3
2965
$0 ﹤0.01%
85
2966
– –
-2,966
2967
– –
-7
2968
$0 ﹤0.01%
7
2969
– –
-574
2970
– –
-6,710
2971
– –
-9,381
2972
– –
0
115 116 117 118
119