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
651
$231K 0.02%
+1,661
652
$230K 0.02%
+1,235
653
$229K 0.02%
+7,340
654
$229K 0.02%
50,333
+443
655
$229K 0.02%
+4,787
656
$228K 0.02%
+4,596
657
$228K 0.02%
21,122
+20
658
$227K 0.02%
6,080
-43,521
659
$226K 0.02%
5,163
-6,021
660
$226K 0.02%
+1,183
661
$225K 0.02%
+735
662
$225K 0.02%
+1,357
663
$223K 0.02%
7,085
-13,597
664
$223K 0.02%
8,738
-1,671
665
$221K 0.02%
+1,683
666
$220K 0.02%
+6,264
667
$219K 0.02%
3,790
-8,368
668
$218K 0.02%
+4,624
669
$215K 0.02%
+1,050
670
$214K 0.02%
+11,644
671
$214K 0.02%
10,752
-978
672
$213K 0.02%
9,708
-5,866
673
$213K 0.02%
+1,067
674
$212K 0.02%
+1,553
675
$212K 0.02%
+3,742
25 26
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