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SFS
Sowell Financial Services Portfolio holdings
AUM
$2.7B
1-Year Est. Return
22.62%
This Fund
S&P 500
This Quarter
Est. Return
+7.48%
1 Year Est. Return
+22.62%
3 Year Est. Return
+67.73%
5 Year Est. Return
+82.15%
10 Year Est. Return
–
AUM
$2B
AUM Growth
+$183M
(+10%)
Cap. Flow
+$65.8M
Cap. Flow
% of AUM
3.29%
Top 10 Holdings %
Top 10 Hldgs %
21.68%
Holding
2,859
New
230
Increased
862
Reduced
924
Closed
174
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$21.1M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$10.9M |
| 3 |
ProShares UltraShort Silver
ZSL
|
+$9.41M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$8.93M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$8.85M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$20.5M |
| 2 |
iShares Silver Trust
SLV
|
+$15.4M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$13.5M |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$12.6M |
| 5 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$9.09M |
Sector Composition
| 1 | Technology | 9.93% |
| 2 | Healthcare | 5.35% |
| 3 | Consumer Staples | 5.05% |
| 4 | Financials | 4.89% |
| 5 | Consumer Discretionary | 4.71% |
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