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
2151
$2K ﹤0.01%
971
+283
2152
$2K ﹤0.01%
135
2153
$2K ﹤0.01%
6,866
+5,700
2154
$2K ﹤0.01%
2,819
2155
$2K ﹤0.01%
16
-41
2156
$1K ﹤0.01%
15
2157
$1K ﹤0.01%
112
+1
2158
$1K ﹤0.01%
50
2159
$1K ﹤0.01%
115
+3
2160
$1K ﹤0.01%
36
-16
2161
$1K ﹤0.01%
374
+199
2162
$1K ﹤0.01%
32
2163
$1K ﹤0.01%
21
-3,310
2164
$1K ﹤0.01%
+100
2165
$1K ﹤0.01%
316
+237
2166
$1K ﹤0.01%
252
2167
$1K ﹤0.01%
39
+1
2168
$1K ﹤0.01%
50
+4
2169
$1K ﹤0.01%
510
+490
2170
$1K ﹤0.01%
28
2171
$1K ﹤0.01%
+24
2172
$1K ﹤0.01%
13
-19,042
2173
$1K ﹤0.01%
41
2174
$1K ﹤0.01%
21
2175
$1K ﹤0.01%
+63
85 86
87
88 89