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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
$352M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.77M
3
+$2.58M
4
KO icon
Coca-Cola
KO
+$1.43M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.35M

Top Sells

1
+$2.8M
2
+$2.29M
3
+$1.93M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.9M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$1.6M

Sector Composition

1 Technology 11.22%
2 Industrials 6.71%
3 Consumer Staples 6.68%
4 Communication Services 6.17%
5 Energy 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-29,100
277
– –
-6,287
278
– –
-31,178
279
– –
-1,525
280
– –
-12,276
281
– –
-9,126
282
– –
-37,312
283
– –
-29,708
284
– –
-3,256
285
– –
-13,000
8 9 10 11
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