SFS
Sowell Financial Services Portfolio holdings
AUM
$2.46B
1-Year Return
18.29%
This Quarter Return
+1.42%
1 Year Return
+18.29%
3 Year Return
+65.39%
5 Year Return
+110.31%
10 Year Return
–
AUM
$1.21B
AUM Growth
–
Cap. Flow
+$1.21B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.3%
Holding
2,529
New
2,499
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$32.9M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$32.5M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$30.6M |
| 4 |
Apple
AAPL
|
+$27.2M |
| 5 |
Microsoft
MSFT
|
+$23.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.4% |
| 2 | Financials | 7.28% |
| 3 | Consumer Staples | 7.15% |
| 4 | Healthcare | 5.92% |
| 5 | Industrials | 4.7% |
