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
$2.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,986
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$10.8M
3
+$9.78M
4
GXC icon
State Street SPDR S&P China ETF
GXC
+$8.37M
5
WMT icon
Walmart Inc
WMT
+$8.12M

Top Sells

1
+$15.6M
2
+$8.57M
3
+$7.63M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.06M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.58M

Sector Composition

1 Technology 9.63%
2 Financials 5.56%
3 Consumer Staples 5.27%
4 Healthcare 4.92%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$7K ﹤0.01%
95
+10
2152
$7K ﹤0.01%
68
+56
2153
$7K ﹤0.01%
38
+30
2154
$7K ﹤0.01%
96
2155
$7K ﹤0.01%
+447
2156
$7K ﹤0.01%
41
2157
$7K ﹤0.01%
77
2158
$7K ﹤0.01%
75
2159
$7K ﹤0.01%
94
+44
2160
$7K ﹤0.01%
121
-450
2161
$7K ﹤0.01%
100
2162
$7K ﹤0.01%
96
-5
2163
$7K ﹤0.01%
233
2164
$7K ﹤0.01%
306
2165
$7K ﹤0.01%
193
2166
$7K ﹤0.01%
+62
2167
$7K ﹤0.01%
95
+76
2168
$7K ﹤0.01%
1,247
-613
2169
$7K ﹤0.01%
726
2170
$7K ﹤0.01%
+208
2171
$7K ﹤0.01%
261
+174
2172
$7K ﹤0.01%
83
2173
$7K ﹤0.01%
1,000
2174
$7K ﹤0.01%
221
2175
$7K ﹤0.01%
334
85 86
87
88 89