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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
2376
$1K ﹤0.01%
118
2377
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20
2378
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16
2379
$1K ﹤0.01%
4
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17
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$1K ﹤0.01%
500
2387
$1K ﹤0.01%
805
-345
2388
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+15
2389
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100
2390
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9
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50
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$1K ﹤0.01%
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$1K ﹤0.01%
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2394
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15
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$1K ﹤0.01%
116
-18
2396
$1K ﹤0.01%
316
2397
$1K ﹤0.01%
53
+18
2398
$1K ﹤0.01%
100
2399
$1K ﹤0.01%
+44
2400
$1K ﹤0.01%
+2
94 95
96
97 98