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
$2.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,986
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$10.8M
3
+$9.78M
4
GXC icon
State Street SPDR S&P China ETF
GXC
+$8.37M
5
WMT icon
Walmart Inc
WMT
+$8.12M

Top Sells

1
+$15.6M
2
+$8.57M
3
+$7.63M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.06M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.58M

Sector Composition

1 Technology 9.63%
2 Financials 5.56%
3 Consumer Staples 5.27%
4 Healthcare 4.92%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
$2K ﹤0.01%
79
2427
$2K ﹤0.01%
+100
2428
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+32
2429
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+37
2430
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41
+16
2431
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41
2432
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166
2433
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42
-3
2434
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158
2435
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150
2436
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26
+13
2437
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+80
2438
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137
-15
2439
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+52
2440
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31
-22
2441
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237
2442
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450
2443
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26
+7
2444
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49
+20
2445
$2K ﹤0.01%
69
2446
$2K ﹤0.01%
61
+1
2447
$2K ﹤0.01%
32
2448
$2K ﹤0.01%
190
+26
2449
$2K ﹤0.01%
28
2450
$2K ﹤0.01%
500
96 97
98
99 100