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
$1.31B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,788
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$4.91M
3
+$4.71M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.89M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.66M

Top Sells

1
+$6.82M
2
+$6.25M
3
+$5.12M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.09M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.42M

Sector Composition

1 Technology 9.62%
2 Financials 7.85%
3 Consumer Staples 6.96%
4 Healthcare 6.54%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$36K ﹤0.01%
118
1252
$36K ﹤0.01%
1,252
+48
1253
$36K ﹤0.01%
1,781
-344
1254
$36K ﹤0.01%
1,483
+80
1255
$36K ﹤0.01%
1,790
-4,104
1256
$36K ﹤0.01%
548
1257
$36K ﹤0.01%
2,712
+820
1258
$36K ﹤0.01%
1,326
+1,087
1259
$35K ﹤0.01%
1,000
1260
$35K ﹤0.01%
952
+24
1261
$35K ﹤0.01%
310
+46
1262
$35K ﹤0.01%
1,750
+750
1263
$35K ﹤0.01%
552
+34
1264
$35K ﹤0.01%
544
1265
$35K ﹤0.01%
631
+7
1266
$35K ﹤0.01%
252
+222
1267
$35K ﹤0.01%
627
-138
1268
$35K ﹤0.01%
525
1269
$35K ﹤0.01%
288
-4
1270
$35K ﹤0.01%
214
+70
1271
$35K ﹤0.01%
798
-5
1272
$35K ﹤0.01%
169
-941
1273
$34K ﹤0.01%
1,426
+86
1274
$34K ﹤0.01%
1,228
+594
1275
$34K ﹤0.01%
794
-1
49 50
51
52 53