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
$1.31B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,788
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$4.91M
3
+$4.71M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.89M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.66M

Top Sells

1
+$6.82M
2
+$6.25M
3
+$5.12M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.09M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.42M

Sector Composition

1 Technology 9.62%
2 Financials 7.85%
3 Consumer Staples 6.96%
4 Healthcare 6.54%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$5K ﹤0.01%
100
-30
1877
$5K ﹤0.01%
+130
1878
$5K ﹤0.01%
332
-6
1879
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136
1880
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43
+11
1881
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341
1882
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31
1883
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+200
1884
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155
1885
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39
+6
1886
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107
+46
1887
$5K ﹤0.01%
+64
1888
$5K ﹤0.01%
294
1889
$5K ﹤0.01%
54
+42
1890
$5K ﹤0.01%
110
-600
1891
$5K ﹤0.01%
129
+14
1892
$5K ﹤0.01%
54
+36
1893
$5K ﹤0.01%
358
+100
1894
$5K ﹤0.01%
300
1895
$5K ﹤0.01%
169
+89
1896
$5K ﹤0.01%
59
-86
1897
$5K ﹤0.01%
180
-11
1898
$5K ﹤0.01%
+126
1899
$5K ﹤0.01%
47
1900
$5K ﹤0.01%
9
74 75
76
77 78