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
2101
$2K ﹤0.01%
38
2102
$2K ﹤0.01%
45
2103
$2K ﹤0.01%
+200
2104
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600
2105
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51
2106
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46
2107
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103
+43
2108
$2K ﹤0.01%
316
-16
2109
$2K ﹤0.01%
100
2110
$2K ﹤0.01%
21
2111
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167
2112
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23
2113
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+40
2114
$2K ﹤0.01%
295
2115
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74
2116
$2K ﹤0.01%
108
2117
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47
2118
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47
-30
2119
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23
2120
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63
2121
$2K ﹤0.01%
139
-22
2122
$2K ﹤0.01%
48
2123
$2K ﹤0.01%
15
2124
$2K ﹤0.01%
109
+2
2125
$2K ﹤0.01%
90
-182
83 84
85
86 87