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
1626
$9K ﹤0.01%
300
1627
$9K ﹤0.01%
243
+34
1628
$9K ﹤0.01%
+8
1629
$9K ﹤0.01%
432
+269
1630
$9K ﹤0.01%
262
-299
1631
$9K ﹤0.01%
288
1632
$9K ﹤0.01%
191
-275
1633
$9K ﹤0.01%
392
-352
1634
$9K ﹤0.01%
240
1635
$9K ﹤0.01%
+1,769
1636
$9K ﹤0.01%
206
-101
1637
$9K ﹤0.01%
+3
1638
$9K ﹤0.01%
756
+252
1639
$9K ﹤0.01%
916
1640
$9K ﹤0.01%
142
1641
$9K ﹤0.01%
3,500
1642
$9K ﹤0.01%
2,910
+1,130
1643
$9K ﹤0.01%
500
1644
$9K ﹤0.01%
380
+155
1645
$9K ﹤0.01%
90
1646
$9K ﹤0.01%
185
1647
$9K ﹤0.01%
566
-3,750
1648
$9K ﹤0.01%
121
+58
1649
$9K ﹤0.01%
689
+178
1650
– –
0
64 65
66
67 68