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
2176
$2K ﹤0.01%
36
-120
2177
$2K ﹤0.01%
+25
2178
$2K ﹤0.01%
150
2179
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969
2180
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172
+10
2181
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41
2182
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166
2183
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20
2184
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42
2185
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158
2186
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52
-92
2187
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152
+7
2188
$2K ﹤0.01%
179
2189
$2K ﹤0.01%
305
-21
2190
$2K ﹤0.01%
+23
2191
$2K ﹤0.01%
19
-20
2192
$2K ﹤0.01%
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2193
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202
2194
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+22
2195
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18
2196
$2K ﹤0.01%
+50
2197
$2K ﹤0.01%
9
2198
$2K ﹤0.01%
60
+2
2199
$2K ﹤0.01%
+670
2200
$2K ﹤0.01%
32
86 87
88
89 90