SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
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
2251
$1K ﹤0.01%
78
2252
$1K ﹤0.01%
+6
2253
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42
2254
$1K ﹤0.01%
162
+9
2255
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+51
2256
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41
2257
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12
-30
2258
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11
-9
2259
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166
2260
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20
2261
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48
-121
2262
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44
2263
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72
2264
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24
-27
2265
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57
2266
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92
+28
2267
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100
2268
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+19
2269
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31
2270
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33
2271
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34
2272
$1K ﹤0.01%
37
2273
$1K ﹤0.01%
69
2274
$1K ﹤0.01%
88
2275
$1K ﹤0.01%
300
89 90
91
92 93