We are live on ! Find out more
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
$706M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$24.7M
3
+$13.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$12.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.93M

Top Sells

1
+$124M
2
+$37.6M
3
+$13.8M
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$10.5M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$7.39M

Sector Composition

1 Technology 7.76%
2 Consumer Staples 6.97%
3 Financials 6.59%
4 Healthcare 6.57%
5 Communication Services 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-3,169
477
– –
-11,652
478
– –
-2,943
479
– –
-2,954
480
– –
-144,985
481
– –
-151,816
482
– –
-9,279
483
– –
-67,898
484
– –
-73,859
485
– –
-11,092
486
– –
-59,303
487
– –
-7,896
488
– –
-1,855
489
– –
-48,315
490
– –
-11,075
491
– –
-4,613
492
– –
-50,000
493
– –
-12,641
494
– –
-1,984
495
– –
-6,660
496
– –
-20,000
497
– –
-19,500
498
– –
-12,507
499
– –
-26,370
500
– –
-3,694
18 19
20
21 22