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
2326
$1K ﹤0.01%
31
+1
2327
$1K ﹤0.01%
82
-30
2328
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83
+2
2329
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171
+18
2330
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29
-8
2331
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122
+3
2332
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500
2333
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+100
2334
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135
-50
2335
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11
-5
2336
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9
2337
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27
-67
2338
$1K ﹤0.01%
93
2339
$1K ﹤0.01%
+80
2340
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24
+1
2341
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53
+3
2342
$1K ﹤0.01%
+187
2343
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51
+9
2344
$1K ﹤0.01%
19
+1
2345
$1K ﹤0.01%
319
2346
$1K ﹤0.01%
94
+54
2347
$1K ﹤0.01%
200
2348
$1K ﹤0.01%
62
2349
$1K ﹤0.01%
222
-10
2350
$1K ﹤0.01%
11
-31
92 93
94
95 96