SFS
Sowell Financial Services Portfolio holdings
AUM
$2.7B
1-Year Est. Return
22.7%
This Fund
S&P 500
1 Year Est. Return
+22.7%
AUM
$2.72B
AUM Growth
+$116M
(+4.5%)
Holding
1,178
Top Buys
| 1 | +$10.7M | |
| 2 | +$6.76M | |
| 3 | +$6.64M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$5.77M |
| 5 |
LIEN
Chicago Atlantic BDC
LIEN
|
+$5.01M |
Top Sells
| 1 | +$7.92M | |
| 2 | +$6.28M | |
| 3 | +$3.95M | |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$3.64M |
| 5 |
State Street SPDR S&P Bank ETF
KBE
|
+$3.57M |
Sector Composition
| 1 | Technology | 15.31% |
| 2 | Financials | 7.21% |
| 3 | Consumer Discretionary | 4.8% |
| 4 | Communication Services | 3.87% |
| 5 | Healthcare | 3.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Archer Daniels Midland
ADM
$37.4B
| – | – |
-3,664
|
|