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
$1.35B
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,881
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$16.2M
3
+$16M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$11.9M
5
VTV icon
Vanguard Value ETF
VTV
+$11.5M

Top Sells

1
+$18M
2
+$8.3M
3
+$7.43M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.16M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.62M

Sector Composition

1 Technology 8.85%
2 Consumer Staples 6.32%
3 Healthcare 6.19%
4 Financials 6.13%
5 Consumer Discretionary 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$47K ﹤0.01%
925
1077
$47K ﹤0.01%
1,400
-720
1078
$47K ﹤0.01%
+5,733
1079
$47K ﹤0.01%
+1,264
1080
$47K ﹤0.01%
2,936
-408
1081
$46K ﹤0.01%
719
-332
1082
$46K ﹤0.01%
762
-1,880
1083
$46K ﹤0.01%
1,570
1084
$46K ﹤0.01%
1,854
-1,771
1085
$46K ﹤0.01%
2,661
-598
1086
$46K ﹤0.01%
+2,376
1087
$45K ﹤0.01%
2,961
+2,164
1088
$45K ﹤0.01%
1,622
+828
1089
$45K ﹤0.01%
17,200
-6,500
1090
$45K ﹤0.01%
+1,817
1091
$45K ﹤0.01%
237
-78
1092
$45K ﹤0.01%
1,707
-1,414
1093
$45K ﹤0.01%
3,318
1094
$45K ﹤0.01%
460
-1,054
1095
$45K ﹤0.01%
4,316
+4,288
1096
$45K ﹤0.01%
246
-97
1097
$44K ﹤0.01%
2,546
-1,344
1098
$43K ﹤0.01%
2,188
1099
$43K ﹤0.01%
99
-28
1100
$43K ﹤0.01%
1,092
+20
42 43
44
45 46