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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
$339M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$4.32M
3
+$2.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.65M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.57M

Top Sells

1
+$6.62M
2
+$4.98M
3
+$2.43M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.63M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$1.56M

Sector Composition

1 Technology 11.36%
2 Consumer Staples 6%
3 Financials 5.74%
4 Communication Services 5.64%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-3,426
677
– –
-597
678
– –
-1,500
679
– –
-1,059
680
– –
-1,534
681
– –
-205
682
– –
-213
683
– –
-148
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