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
$1.35B
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
1351
$22K ﹤0.01%
83
-9,925
1352
$22K ﹤0.01%
1,790
1353
$22K ﹤0.01%
56
+8
1354
$22K ﹤0.01%
16,222
-23,898
1355
$22K ﹤0.01%
866
-15
1356
$22K ﹤0.01%
+847
1357
$22K ﹤0.01%
451
-110
1358
$22K ﹤0.01%
119
-35
1359
$22K ﹤0.01%
148
-85
1360
$22K ﹤0.01%
884
1361
$22K ﹤0.01%
155
+50
1362
$22K ﹤0.01%
5,000
1363
$22K ﹤0.01%
891
1364
$21K ﹤0.01%
+2,400
1365
$21K ﹤0.01%
628
-60
1366
$21K ﹤0.01%
607
1367
$21K ﹤0.01%
1,595
-186
1368
$21K ﹤0.01%
236
+37
1369
$21K ﹤0.01%
2,131
-4,046
1370
$21K ﹤0.01%
1,451
+564
1371
$21K ﹤0.01%
320
+135
1372
$21K ﹤0.01%
425
-100
1373
$21K ﹤0.01%
1,685
-53,320
1374
$21K ﹤0.01%
3,084
+2,620
1375
$21K ﹤0.01%
2,280
53 54
55
56 57