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
2201
$6K ﹤0.01%
327
+181
2202
$6K ﹤0.01%
47
2203
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+255
2204
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41
-19
2205
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426
2206
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82
2207
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+600
2208
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171
+7
2209
$6K ﹤0.01%
610
2210
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489
2211
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88
2212
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127
-192
2213
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57
+8
2214
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200
2215
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32
+25
2216
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120
2217
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388
-295
2218
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934
2219
$6K ﹤0.01%
+147
2220
$6K ﹤0.01%
140
-149
2221
$6K ﹤0.01%
352
+2
2222
$6K ﹤0.01%
72
2223
$6K ﹤0.01%
388
2224
$6K ﹤0.01%
391
2225
$6K ﹤0.01%
326
+286
87 88
89
90 91