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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,859
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.9M
3
+$9.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.93M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.85M

Top Sells

1
+$20.5M
2
+$15.4M
3
+$13.5M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$12.6M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.09M

Sector Composition

1 Technology 9.93%
2 Healthcare 5.35%
3 Consumer Staples 5.05%
4 Financials 4.89%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$1K ﹤0.01%
69
2327
$1K ﹤0.01%
435
2328
$1K ﹤0.01%
15
2329
$1K ﹤0.01%
+25
2330
$1K ﹤0.01%
174
2331
$1K ﹤0.01%
18
2332
$1K ﹤0.01%
12
2333
$1K ﹤0.01%
31
2334
$1K ﹤0.01%
57
-11
2335
$1K ﹤0.01%
119
-35
2336
$1K ﹤0.01%
304
2337
$1K ﹤0.01%
164
+16
2338
$1K ﹤0.01%
18
-46
2339
$1K ﹤0.01%
44
2340
$1K ﹤0.01%
29
2341
$1K ﹤0.01%
117
+2
2342
$1K ﹤0.01%
28
2343
$1K ﹤0.01%
500
2344
$1K ﹤0.01%
39
2345
$1K ﹤0.01%
3
2346
$1K ﹤0.01%
11
2347
$1K ﹤0.01%
9
2348
$1K ﹤0.01%
70
2349
$1K ﹤0.01%
36
-79
2350
$1K ﹤0.01%
134
92 93
94
95 96