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
1751
$6K ﹤0.01%
155
-882
1752
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147
-58
1753
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80
-390
1754
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203
+124
1755
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76
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1756
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149
-3
1757
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+169
1758
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809
1759
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525
+277
1760
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270
+251
1761
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210
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1762
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1763
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196
-117
1764
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241
1765
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820
1766
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54
+38
1767
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322
1768
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464
1769
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44
+40
1770
$6K ﹤0.01%
+130
1771
$6K ﹤0.01%
699
-506
1772
$6K ﹤0.01%
337
1773
$6K ﹤0.01%
142
1774
$6K ﹤0.01%
484
-156
1775
$6K ﹤0.01%
142
-2
69 70
71
72 73