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
+$33.8M
2
+$16.1M
3
+$15.9M
4
VTV icon
Vanguard Value ETF
VTV
+$14.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$14M

Top Sells

1
+$20.1M
2
+$9.84M
3
+$9.32M
4
SLV icon
iShares Silver Trust
SLV
+$8.95M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.81M

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
1676
$8K ﹤0.01%
339
-62
1677
$8K ﹤0.01%
132
+26
1678
$8K ﹤0.01%
660
-105
1679
$8K ﹤0.01%
136
-33
1680
$8K ﹤0.01%
688
-99
1681
$8K ﹤0.01%
185
-164
1682
$8K ﹤0.01%
1,270
+27
1683
$8K ﹤0.01%
208
-172
1684
$8K ﹤0.01%
160
-96
1685
$8K ﹤0.01%
929
1686
$8K ﹤0.01%
+3
1687
$8K ﹤0.01%
246
1688
$8K ﹤0.01%
1,645
-2,945
1689
$8K ﹤0.01%
3,850
+3,450
1690
$8K ﹤0.01%
295
1691
$7K ﹤0.01%
323
+89
1692
$7K ﹤0.01%
306
1693
$7K ﹤0.01%
582
1694
$7K ﹤0.01%
554
-3,207
1695
$7K ﹤0.01%
700
1696
$7K ﹤0.01%
+556
1697
$7K ﹤0.01%
+267
1698
$7K ﹤0.01%
299
+244
1699
$7K ﹤0.01%
1,182
-7,135
1700
$7K ﹤0.01%
149
-34
66 67
68
69 70