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
$1.51B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,256
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.55M
3
+$2.58M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.35M

Top Sells

1
+$77.9M
2
+$45.5M
3
+$45.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$38.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$38M

Sector Composition

1 Technology 9.02%
2 Consumer Staples 8.54%
3 Financials 6.43%
4 Healthcare 4.84%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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1077
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1078
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1079
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-11
1080
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1081
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1082
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1083
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1084
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1085
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1086
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1087
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1088
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1089
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1090
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1091
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1092
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0
1093
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1094
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1095
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1096
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1097
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0
1098
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1099
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-779
1100
– –
-1,964
42 43
44
45 46