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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
$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 6.93%
4 Healthcare 6.54%
5 Industrials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$1K ﹤0.01%
13
2452
$1K ﹤0.01%
84
+2
2453
$1K ﹤0.01%
+27
2454
$1K ﹤0.01%
+31
2455
$1K ﹤0.01%
18
-803
2456
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395
2457
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44
2458
$1K ﹤0.01%
+31
2459
$1K ﹤0.01%
24
2460
$1K ﹤0.01%
100
2461
$1K ﹤0.01%
33
2462
$1K ﹤0.01%
61
-821
2463
$1K ﹤0.01%
21
2464
$1K ﹤0.01%
13
-13
2465
$1K ﹤0.01%
214
2466
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30
2467
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83
2468
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63
2469
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78
2470
$1K ﹤0.01%
35
2471
$1K ﹤0.01%
+1,166
2472
$1K ﹤0.01%
180
-115
2473
$1K ﹤0.01%
72
2474
$1K ﹤0.01%
+20
2475
$1K ﹤0.01%
26
-3
97 98
99
100 101