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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
$1.08B
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
326
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-21,533
327
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-89,665
328
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-27,452
329
– –
-16,525
330
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-58,940
331
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-11,179
332
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-10,101
333
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-11,672
334
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-79,001
335
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336
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-108,038
337
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-54,996
338
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-10,144
339
– –
-503,680
340
– –
-64,488
341
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-43,052
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