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
1426
$18K ﹤0.01%
210
+30
1427
$18K ﹤0.01%
180
-88
1428
$18K ﹤0.01%
278
+33
1429
$18K ﹤0.01%
227
-12
1430
$17K ﹤0.01%
226
+1
1431
$17K ﹤0.01%
157
1432
$17K ﹤0.01%
3,909
+1,313
1433
$17K ﹤0.01%
4,388
1434
$17K ﹤0.01%
3,000
-3,000
1435
$17K ﹤0.01%
882
+853
1436
$17K ﹤0.01%
139
-8
1437
$17K ﹤0.01%
775
+1
1438
$17K ﹤0.01%
306
1439
$17K ﹤0.01%
600
1440
$17K ﹤0.01%
390
-19
1441
$17K ﹤0.01%
554
+466
1442
$17K ﹤0.01%
273
+35
1443
$16K ﹤0.01%
989
+372
1444
$16K ﹤0.01%
483
+353
1445
$16K ﹤0.01%
1,210
-216
1446
$16K ﹤0.01%
1,236
-222
1447
$16K ﹤0.01%
1,081
+2
1448
$16K ﹤0.01%
956
1449
$16K ﹤0.01%
420
1450
$16K ﹤0.01%
1,840
-1,613
56 57
58
59 60