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
2226
$6K ﹤0.01%
150
2227
$6K ﹤0.01%
+1,500
2228
$6K ﹤0.01%
+154
2229
$6K ﹤0.01%
959
+759
2230
$6K ﹤0.01%
651
+500
2231
$6K ﹤0.01%
2,250
2232
$6K ﹤0.01%
75
-24
2233
$6K ﹤0.01%
43
-10
2234
$6K ﹤0.01%
2,234
2235
$6K ﹤0.01%
200
-100
2236
$6K ﹤0.01%
147
+116
2237
$6K ﹤0.01%
+600
2238
$6K ﹤0.01%
+100
2239
$5K ﹤0.01%
40
2240
$5K ﹤0.01%
85
2241
$5K ﹤0.01%
100
-92
2242
$5K ﹤0.01%
+100
2243
$5K ﹤0.01%
+132
2244
$5K ﹤0.01%
+380
2245
$5K ﹤0.01%
17
2246
$5K ﹤0.01%
339
-15
2247
$5K ﹤0.01%
383
+137
2248
$5K ﹤0.01%
60
2249
$5K ﹤0.01%
64
+6
2250
$5K ﹤0.01%
+160
88 89
90
91 92