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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
2401
– –
0
2402
$1K ﹤0.01%
23
-397
2403
$1K ﹤0.01%
41
2404
$1K ﹤0.01%
+7
2405
$1K ﹤0.01%
12
+10
2406
$1K ﹤0.01%
726
-13
2407
$1K ﹤0.01%
78
+40
2408
$1K ﹤0.01%
+20
2409
$1K ﹤0.01%
21
2410
$1K ﹤0.01%
10
-2
2411
$1K ﹤0.01%
15
2412
$1K ﹤0.01%
529
2413
$1K ﹤0.01%
56
2414
$1K ﹤0.01%
17
2415
$1K ﹤0.01%
+250
2416
$1K ﹤0.01%
49
2417
$1K ﹤0.01%
122
+10
2418
$1K ﹤0.01%
19
2419
$1K ﹤0.01%
37
2420
$1K ﹤0.01%
3
2421
$1K ﹤0.01%
55
2422
$1K ﹤0.01%
101
2423
$1K ﹤0.01%
26
2424
$1K ﹤0.01%
483
2425
$1K ﹤0.01%
15
95 96
97
98 99