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
$1.79B
AUM Growth
+$498M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$23.2M
3
+$18.5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$18.5M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$14.8M

Top Sells

1
+$5.5M
2
+$4.44M
3
+$4.19M
4
ELF icon
e.l.f. Beauty
ELF
+$3.71M
5
NFLX icon
Netflix
NFLX
+$3.63M

Sector Composition

1 Technology 10.45%
2 Consumer Staples 7.58%
3 Financials 5.2%
4 Consumer Discretionary 4.35%
5 Healthcare 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-11,148
827
– –
-6,133
828
– –
-895
829
– –
-5,255
830
– –
-5,866
831
– –
-2,872
832
– –
-1,682
833
– –
-2,513
834
– –
-24,571
835
– –
-3,188
836
– –
-4,896
837
– –
-1,778
838
– –
-200,537
839
– –
-16,694
840
– –
-7,725
841
– –
-17,800
842
– –
-1,800
843
– –
-5,179
844
– –
-5,310
845
– –
-2,662
846
– –
-6,095
847
– –
-5,250
848
– –
-3,708
849
– –
-3,764
850
– –
-5,200
31 32 33
34
35