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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
3101
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-530
3102
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-302
3103
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-1
3104
– –
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3105
– –
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3106
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-8,300
3107
– –
-1,217
3108
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-2,451
3109
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-185
3110
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-55
3111
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-3,320
3112
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-183
3113
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-308
3114
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-400
3115
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-340
3116
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-5,478
3117
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-718
3118
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-7,269
3119
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-9,767
3120
– –
-5,619
3121
– –
-1,000
3122
– –
-133
3123
– –
-428
3124
– –
-1,265
3125
– –
-1,436
123 124
125
126 127