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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
$1.51B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,256
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.52M
3
+$2.56M
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$2.47M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.23M

Top Sells

1
+$74.4M
2
+$45.2M
3
+$45M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$37.6M
5
VTV icon
Vanguard Value ETF
VTV
+$37.4M

Sector Composition

1 Technology 9.02%
2 Consumer Staples 8.54%
3 Financials 6.43%
4 Healthcare 4.84%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
– –
-2,000
3002
– –
-40
3003
– –
-16
3004
– –
-54
3005
– –
-916
3006
– –
-6,625
3007
– –
-25
3008
– –
-7
3009
– –
-3
3010
– –
-56
3011
– –
-7
3012
– –
-1,888
3013
– –
-51
3014
– –
-5,467
3015
– –
-43
3016
– –
-13,809
3017
– –
-1,834
3018
– –
-6,541
3019
– –
-2,530
3020
– –
-3,685
3021
– –
-26
3022
– –
-2,273
3023
– –
-1,349
3024
– –
-8
3025
– –
-1,074
119 120
121
122 123