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
2451
$2K ﹤0.01%
70
2452
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75
2453
$2K ﹤0.01%
+30
2454
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127
2455
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167
+7
2456
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+29
2457
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+64
2458
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303
+1
2459
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10
+3
2460
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3
-14
2461
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139
-140
2462
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105
2463
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145
2464
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+39
2465
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76
2466
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37
2467
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17
2468
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117
-2
2469
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805
2470
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22
+7
2471
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100
2472
$2K ﹤0.01%
804
+7
2473
$2K ﹤0.01%
+200
2474
$2K ﹤0.01%
902
2475
$2K ﹤0.01%
+286
97 98
99
100 101