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
1526
$13K ﹤0.01%
+525
1527
$13K ﹤0.01%
103
-24
1528
$13K ﹤0.01%
152
-34
1529
$13K ﹤0.01%
2,520
+2,000
1530
$13K ﹤0.01%
696
-5,151
1531
$13K ﹤0.01%
311
+38
1532
$13K ﹤0.01%
+600
1533
$13K ﹤0.01%
334
-448
1534
$13K ﹤0.01%
781
+185
1535
$13K ﹤0.01%
4,290
+810
1536
$13K ﹤0.01%
493
+268
1537
$13K ﹤0.01%
257
+20
1538
$12K ﹤0.01%
+2,253
1539
$12K ﹤0.01%
313
-64
1540
$12K ﹤0.01%
1,002
+444
1541
$12K ﹤0.01%
50
-6
1542
$12K ﹤0.01%
359
+3
1543
$12K ﹤0.01%
790
1544
$12K ﹤0.01%
568
-3,354
1545
$12K ﹤0.01%
3,779
-783
1546
$12K ﹤0.01%
370
-14
1547
$12K ﹤0.01%
+450
1548
$12K ﹤0.01%
362
+10
1549
$12K ﹤0.01%
2,897
+100
1550
$12K ﹤0.01%
1,418
-17,282
60 61
62
63 64