SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
-$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$5.32M
3
+$4.44M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.19M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.87M

Top Sells

1
+$53.4M
2
+$18.2M
3
+$18M
4
WMT icon
Walmart Inc
WMT
+$16.6M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.1M

Sector Composition

1 Technology 10.55%
2 Consumer Staples 7.96%
3 Financials 6.26%
4 Healthcare 5.06%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$248K 0.02%
+3,354
627
$248K 0.02%
+4,583
628
$247K 0.02%
9,032
-3,451
629
$246K 0.02%
+6,304
630
$245K 0.02%
20,000
631
$245K 0.02%
5,189
-50,836
632
$244K 0.02%
6,052
-31,390
633
$244K 0.02%
+99
634
$243K 0.02%
28,337
635
$243K 0.02%
+2,513
636
$241K 0.02%
3,563
-6,903
637
$241K 0.02%
23,200
-100
638
$240K 0.02%
+2,606
639
$240K 0.02%
+3,819
640
$239K 0.02%
7,457
-6,561
641
$237K 0.02%
+7,631
642
$237K 0.02%
+7,642
643
$236K 0.02%
+346
644
$235K 0.02%
+5,926
645
$235K 0.02%
+3,708
646
$233K 0.02%
3,066
-15,051
647
$232K 0.02%
+8,147
648
$232K 0.02%
+3,799
649
$232K 0.02%
+1,025
650
$232K 0.02%
+5,310
24 25
26
27 28