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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
2451
$1K ﹤0.01%
89
+11
2452
$1K ﹤0.01%
+3
2453
$1K ﹤0.01%
500
2454
$1K ﹤0.01%
21
2455
$1K ﹤0.01%
84
-748
2456
$1K ﹤0.01%
154
-12
2457
$1K ﹤0.01%
+100
2458
$1K ﹤0.01%
151
2459
$1K ﹤0.01%
67
2460
$1K ﹤0.01%
25
2461
$1K ﹤0.01%
20
+14
2462
– –
0
2463
$1K ﹤0.01%
71
-200
2464
$1K ﹤0.01%
138
2465
$1K ﹤0.01%
395
2466
$1K ﹤0.01%
+38
2467
$1K ﹤0.01%
+133
2468
$1K ﹤0.01%
100
2469
$1K ﹤0.01%
27
2470
$1K ﹤0.01%
31
2471
$1K ﹤0.01%
61
2472
$1K ﹤0.01%
+9
2473
$1K ﹤0.01%
55
-154
2474
$1K ﹤0.01%
+25
2475
$1K ﹤0.01%
112
97 98
99
100 101