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
2126
$2K ﹤0.01%
100
2127
$2K ﹤0.01%
+73
2128
$2K ﹤0.01%
48
2129
$2K ﹤0.01%
246
2130
$2K ﹤0.01%
127
2131
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30
-7
2132
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21
2133
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160
2134
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67
2135
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49
-124
2136
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67
-25
2137
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22
-7
2138
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217
+7
2139
$2K ﹤0.01%
+401
2140
$2K ﹤0.01%
222
-1
2141
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83
2142
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1,000
2143
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135
2144
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16
2145
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94
2146
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304
2147
$2K ﹤0.01%
+63
2148
$2K ﹤0.01%
200
-364
2149
$2K ﹤0.01%
178
-80
2150
$2K ﹤0.01%
35
84 85
86
87 88