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
+$33.8M
2
+$16.1M
3
+$15.9M
4
VTV icon
Vanguard Value ETF
VTV
+$14.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$14M

Top Sells

1
+$20.1M
2
+$9.84M
3
+$9.32M
4
SLV icon
iShares Silver Trust
SLV
+$8.95M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$6.81M

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%
30
-166
2352
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88
2353
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+7
2354
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137
2355
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95
-92
2356
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20
-5,300
2357
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2358
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86
2359
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7
2360
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7
2361
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37
2362
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500
2363
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+52
2364
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9
2365
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+192
2366
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80
2367
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2368
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22
2369
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59
2370
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15
2371
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112
+1
2372
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50
2373
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168
-214
2374
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24
2375
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115
+3
93 94
95
96 97