SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$61.5M
3
+$47.1M
4
WMT icon
Walmart Inc
WMT
+$43.1M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$39.7M

Top Sells

1
+$113M
2
+$32.3M
3
+$24.1M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$21.7M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$15.9M

Sector Composition

1 Consumer Staples 10.46%
2 Technology 6.66%
3 Healthcare 5.93%
4 Energy 4.43%
5 Financials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$203K 0.02%
29,416
+207
277
$200K 0.02%
+43,898
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