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
$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
2276
$1K ﹤0.01%
60
-574
2277
$1K ﹤0.01%
22
-15
2278
$1K ﹤0.01%
+32
2279
$1K ﹤0.01%
34
-12,768
2280
$1K ﹤0.01%
19
-24
2281
$1K ﹤0.01%
8
2282
$1K ﹤0.01%
44
2283
$1K ﹤0.01%
+300
2284
$1K ﹤0.01%
50
2285
$1K ﹤0.01%
25
2286
$1K ﹤0.01%
21
2287
$1K ﹤0.01%
147
-11,349
2288
$1K ﹤0.01%
1,780
2289
$1K ﹤0.01%
+6
2290
$1K ﹤0.01%
162
+9
2291
$1K ﹤0.01%
+51
2292
$1K ﹤0.01%
41
2293
$1K ﹤0.01%
12
-30
2294
$1K ﹤0.01%
11
-9
2295
$1K ﹤0.01%
166
2296
$1K ﹤0.01%
20
2297
$1K ﹤0.01%
48
-121
2298
$1K ﹤0.01%
44
2299
$1K ﹤0.01%
72
2300
$1K ﹤0.01%
24
-27
90 91
92
93 94