SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$24.7M
3
+$15.5M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$15.1M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$12.1M

Top Sells

1
+$7.49M
2
+$6.93M
3
+$6.81M
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$5.93M
5
COST icon
Costco
COST
+$4.67M

Sector Composition

1 Technology 10.17%
2 Consumer Staples 6.26%
3 Financials 5.13%
4 Healthcare 3.6%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
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