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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
2426
$1K ﹤0.01%
+100
2427
$1K ﹤0.01%
28
2428
$1K ﹤0.01%
80
-728
2429
$1K ﹤0.01%
25
-144
2430
$1K ﹤0.01%
+6
2431
$1K ﹤0.01%
19
2432
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56
2433
$1K ﹤0.01%
95
2434
$1K ﹤0.01%
103
2435
$1K ﹤0.01%
64
-2,888
2436
$1K ﹤0.01%
109
2437
$1K ﹤0.01%
29
2438
$1K ﹤0.01%
90
-290
2439
$1K ﹤0.01%
25
2440
$1K ﹤0.01%
57
+30
2441
$1K ﹤0.01%
65
2442
$1K ﹤0.01%
+217
2443
$1K ﹤0.01%
58
2444
$1K ﹤0.01%
13
-6,919
2445
$1K ﹤0.01%
1,085
2446
$1K ﹤0.01%
2
-1
2447
$1K ﹤0.01%
100
2448
$1K ﹤0.01%
+100
2449
$1K ﹤0.01%
21
-173
2450
$1K ﹤0.01%
51
+8
96 97
98
99 100