SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
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
1251
$29K ﹤0.01%
+789
1252
$29K ﹤0.01%
+1,450
1253
$29K ﹤0.01%
158
+9
1254
$29K ﹤0.01%
452
+233
1255
$29K ﹤0.01%
+5,822
1256
$29K ﹤0.01%
1,000
1257
$29K ﹤0.01%
162
1258
$28K ﹤0.01%
354
-7,665
1259
$28K ﹤0.01%
332
+89
1260
$28K ﹤0.01%
956
-486
1261
$28K ﹤0.01%
1,060
+325
1262
$28K ﹤0.01%
328
-42
1263
$28K ﹤0.01%
1,079
+5
1264
$28K ﹤0.01%
+694
1265
$28K ﹤0.01%
50
-41
1266
$28K ﹤0.01%
7,498
-5,570
1267
$28K ﹤0.01%
5,497
-6,457
1268
$27K ﹤0.01%
411
+93
1269
$27K ﹤0.01%
528
-24
1270
$27K ﹤0.01%
1,155
1271
$27K ﹤0.01%
460
-135
1272
$27K ﹤0.01%
524
-243
1273
$27K ﹤0.01%
1,694
+37
1274
$27K ﹤0.01%
689
1275
$27K ﹤0.01%
576
+140
49 50
51
52 53