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
2351
$1K ﹤0.01%
103
2352
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122
2353
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30
2354
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302
-202
2355
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57
2356
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7
-16
2357
$1K ﹤0.01%
510
+500
2358
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7
2359
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+145
2360
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157
2361
$1K ﹤0.01%
24
-1,062
2362
$1K ﹤0.01%
7
-52
2363
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+8
2364
$1K ﹤0.01%
112
2365
$1K ﹤0.01%
30
-166
2366
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88
2367
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+7
2368
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137
2369
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95
-92
2370
$1K ﹤0.01%
20
-5,300
2371
$1K ﹤0.01%
200
2372
$1K ﹤0.01%
86
2373
$1K ﹤0.01%
7
2374
$1K ﹤0.01%
7
2375
$1K ﹤0.01%
37
93 94
95
96 97