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
$2.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,986
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$10.8M
3
+$9.78M
4
GXC icon
State Street SPDR S&P China ETF
GXC
+$8.37M
5
WMT icon
Walmart Inc
WMT
+$8.12M

Top Sells

1
+$15.6M
2
+$8.57M
3
+$7.63M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.06M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.58M

Sector Composition

1 Technology 9.63%
2 Financials 5.56%
3 Consumer Staples 5.27%
4 Healthcare 4.92%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$52K ﹤0.01%
1,080
+93
1377
$52K ﹤0.01%
847
-1,595
1378
$52K ﹤0.01%
232
-240
1379
$52K ﹤0.01%
775
1380
$52K ﹤0.01%
227
+38
1381
$52K ﹤0.01%
1,668
+770
1382
$52K ﹤0.01%
912
+4
1383
$51K ﹤0.01%
+2,582
1384
$51K ﹤0.01%
548
1385
$51K ﹤0.01%
539
-111
1386
$51K ﹤0.01%
2,832
1387
$51K ﹤0.01%
1,832
+188
1388
$51K ﹤0.01%
1,175
+1,140
1389
$51K ﹤0.01%
323
+186
1390
$51K ﹤0.01%
220
+60
1391
$51K ﹤0.01%
984
1392
$51K ﹤0.01%
4,210
+1,430
1393
$50K ﹤0.01%
+3,226
1394
$50K ﹤0.01%
874
+10
1395
$50K ﹤0.01%
927
+2
1396
$50K ﹤0.01%
879
+4
1397
$50K ﹤0.01%
255
+109
1398
$50K ﹤0.01%
+2,107
1399
$50K ﹤0.01%
384
+28
1400
$50K ﹤0.01%
+1,854
54 55
56
57 58