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
2276
$5K ﹤0.01%
1,228
+30
2277
$5K ﹤0.01%
142
2278
$5K ﹤0.01%
80
2279
$5K ﹤0.01%
+85
2280
$5K ﹤0.01%
520
-8,250
2281
$5K ﹤0.01%
167
+145
2282
$5K ﹤0.01%
+76
2283
$5K ﹤0.01%
95
-12
2284
$5K ﹤0.01%
150
2285
$5K ﹤0.01%
32
+11
2286
$5K ﹤0.01%
36
-45
2287
$5K ﹤0.01%
+75
2288
$5K ﹤0.01%
+380
2289
$5K ﹤0.01%
283
-421
2290
$5K ﹤0.01%
135
2291
$5K ﹤0.01%
+300
2292
$5K ﹤0.01%
237
2293
$5K ﹤0.01%
100
2294
$5K ﹤0.01%
572
2295
$5K ﹤0.01%
+220
2296
$5K ﹤0.01%
85
2297
$5K ﹤0.01%
+34
2298
$5K ﹤0.01%
+90
2299
$5K ﹤0.01%
+636
2300
$5K ﹤0.01%
+281
90 91
92
93 94