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
+$9.99M
2
+$5.8M
3
+$5.14M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.89M
5
GLD icon
SPDR Gold Trust
GLD
+$3.74M

Top Sells

1
+$6.64M
2
+$6.53M
3
+$5.27M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.19M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

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
2451
$1K ﹤0.01%
39
2452
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2453
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103
2454
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+55
2455
– –
0
2456
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2457
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7
-21
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2459
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2460
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21
+3
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88
-2
2462
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14
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2463
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2464
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7
2465
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40
+25
2466
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7
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4
2469
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+60
2470
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63
2471
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59
-1
2472
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15
2473
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50
2474
$1K ﹤0.01%
111
+2
2475
$1K ﹤0.01%
10
-1
97 98
99
100 101