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SFS
Sowell Financial Services Portfolio holdings
AUM
$2.7B
1-Year Est. Return
22.62%
This Fund
S&P 500
This Quarter
Est. Return
-0.26%
1 Year Est. Return
+22.62%
3 Year Est. Return
+67.73%
5 Year Est. Return
+82.15%
10 Year Est. Return
–
AUM
$2.7B
AUM Growth
-$18.3M
(-0.67%)
Cap. Flow
+$30M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
21.24%
Holding
1,198
New
92
Increased
550
Reduced
434
Closed
75
Top Buys
| 1 |
Simplify Aggregate Bond ETF
AGGH
|
+$24.8M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$6.3M |
| 3 |
Air Products & Chemicals
APD
|
+$5M |
| 4 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
+$4.56M |
| 5 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$3.44M |
Top Sells
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$24.3M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$7.89M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$7.49M |
| 4 |
iShares Silver Trust
SLV
|
+$6.72M |
| 5 |
Sprott Physical Gold
PHYS
|
+$6.61M |
Sector Composition
| 1 | Technology | 14.33% |
| 2 | Financials | 6.69% |
| 3 | Consumer Discretionary | 4.71% |
| 4 | Industrials | 3.93% |
| 5 | Consumer Staples | 3.85% |
No holdings matched the selected filter criteria.
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