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
$1.31B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,788
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$4.91M
3
+$4.71M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.89M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.66M

Top Sells

1
+$6.82M
2
+$6.25M
3
+$5.12M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.09M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.42M

Sector Composition

1 Technology 9.62%
2 Financials 7.85%
3 Consumer Staples 6.96%
4 Healthcare 6.54%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$1K ﹤0.01%
153
2402
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12
-2
2403
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66
-142
2404
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2405
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+24
2406
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+18
2407
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44
2408
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2409
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504
2410
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500
2411
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21
-1
2412
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2413
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16
2414
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9
-387
2415
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2416
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45
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2419
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50
-257
2420
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36
2421
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42
2422
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15
2423
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18
-864
2424
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1,141
2425
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319
95 96
97
98 99