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
$2B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,859
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.9M
3
+$9.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.93M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.85M

Top Sells

1
+$20.5M
2
+$15.4M
3
+$13.5M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$12.6M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.09M

Sector Composition

1 Technology 9.93%
2 Healthcare 5.35%
3 Consumer Staples 5.06%
4 Financials 4.89%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$3K ﹤0.01%
29
+1
2127
$3K ﹤0.01%
28
2128
$3K ﹤0.01%
119
+103
2129
$3K ﹤0.01%
50
-35
2130
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52
2131
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422
-16
2132
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29
-49
2133
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910
-49
2134
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18
2135
$3K ﹤0.01%
1,695
2136
$3K ﹤0.01%
797
+31
2137
$3K ﹤0.01%
49
2138
$3K ﹤0.01%
167
2139
$3K ﹤0.01%
+140
2140
$3K ﹤0.01%
78
2141
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43
-29
2142
$3K ﹤0.01%
33
2143
$3K ﹤0.01%
1,198
+165
2144
$3K ﹤0.01%
+50
2145
$3K ﹤0.01%
37
-3
2146
$3K ﹤0.01%
306
-8
2147
$3K ﹤0.01%
100
2148
$3K ﹤0.01%
188
2149
$3K ﹤0.01%
+175
2150
$3K ﹤0.01%
51
+26
84 85
86
87 88