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
+$33.8M
2
+$16.1M
3
+$15.9M
4
VTV icon
Vanguard Value ETF
VTV
+$14.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$14M

Top Sells

1
+$20.1M
2
+$9.84M
3
+$9.32M
4
SLV icon
iShares Silver Trust
SLV
+$8.95M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.81M

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%
37
2277
$1K ﹤0.01%
69
2278
$1K ﹤0.01%
+23
2279
$1K ﹤0.01%
88
2280
$1K ﹤0.01%
300
2281
$1K ﹤0.01%
7
2282
$1K ﹤0.01%
77
2283
$1K ﹤0.01%
68
2284
$1K ﹤0.01%
34
2285
$1K ﹤0.01%
237
+74
2286
$1K ﹤0.01%
450
-1,083
2287
$1K ﹤0.01%
+30
2288
$1K ﹤0.01%
326
+3
2289
$1K ﹤0.01%
79
2290
$1K ﹤0.01%
61
2291
$1K ﹤0.01%
145
+50
2292
$1K ﹤0.01%
+10
2293
$1K ﹤0.01%
21
2294
$1K ﹤0.01%
+41
2295
$1K ﹤0.01%
74
2296
$1K ﹤0.01%
125
2297
$1K ﹤0.01%
19
-287
2298
$1K ﹤0.01%
2,000
2299
$1K ﹤0.01%
213
+7
2300
$1K ﹤0.01%
19
-24
90 91
92
93 94