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
2301
$1K ﹤0.01%
57
2302
$1K ﹤0.01%
92
+28
2303
$1K ﹤0.01%
100
2304
$1K ﹤0.01%
+19
2305
$1K ﹤0.01%
31
2306
$1K ﹤0.01%
33
2307
$1K ﹤0.01%
34
2308
$1K ﹤0.01%
37
2309
$1K ﹤0.01%
69
2310
$1K ﹤0.01%
+23
2311
$1K ﹤0.01%
88
2312
$1K ﹤0.01%
300
2313
$1K ﹤0.01%
7
2314
$1K ﹤0.01%
77
2315
$1K ﹤0.01%
68
2316
$1K ﹤0.01%
34
2317
$1K ﹤0.01%
237
+74
2318
$1K ﹤0.01%
450
-1,083
2319
$1K ﹤0.01%
+30
2320
$1K ﹤0.01%
326
+3
2321
$1K ﹤0.01%
79
2322
$1K ﹤0.01%
61
2323
$1K ﹤0.01%
145
+50
2324
$1K ﹤0.01%
57
+1
2325
$1K ﹤0.01%
34
+22
91 92
93
94 95