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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
$384M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.98M
3
+$3.5M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.83M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.23M

Top Sells

1
+$1.29M
2
+$1.08M
3
+$1.07M
4
LGIH icon
LGI Homes
LGIH
+$1M
5
NVR icon
NVR
NVR
+$943K

Sector Composition

1 Technology 12.36%
2 Industrials 6.63%
3 Consumer Staples 6.25%
4 Communication Services 5.73%
5 Energy 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-4,119
277
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-27,157
278
– –
-13,796
279
– –
-11,413
280
– –
-14,776
281
– –
-2,762
282
– –
-2,508
283
– –
-3,718
284
– –
-30,605
285
– –
-4,117
286
– –
-4,028
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