SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$28.9M
3
+$19.9M
4
SLV icon
iShares Silver Trust
SLV
+$17.5M
5
AMZN icon
Amazon
AMZN
+$17.4M

Top Sells

1
+$14.1M
2
+$5.92M
3
+$5.48M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$5.12M
5
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.63M

Sector Composition

1 Consumer Staples 8.47%
2 Technology 8.2%
3 Financials 6.2%
4 Healthcare 5.36%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.59M 0.1%
28,223
-2,667
227
$1.59M 0.1%
24,760
+238
228
$1.59M 0.1%
16,355
+1,580
229
$1.58M 0.1%
+25,165
230
$1.57M 0.1%
+10,773
231
$1.57M 0.1%
18,247
+1,152
232
$1.55M 0.1%
18,676
+8,438
233
$1.55M 0.1%
42,920
+6,732
234
$1.54M 0.1%
40,595
+1,328
235
$1.53M 0.1%
+100,533
236
$1.51M 0.1%
42,718
+28,649
237
$1.5M 0.1%
67,947
-6,777
238
$1.49M 0.1%
105,188
-499
239
$1.48M 0.1%
64,790
+31,421
240
$1.47M 0.1%
+65,504
241
$1.47M 0.1%
+31,537
242
$1.46M 0.09%
+28,387
243
$1.43M 0.09%
281,508
-1
244
$1.43M 0.09%
+49,043
245
$1.41M 0.09%
21,155
-20
246
$1.41M 0.09%
13,245
-132,094
247
$1.41M 0.09%
21,095
+3,137
248
$1.41M 0.09%
+18,117
249
$1.4M 0.09%
45,788
+4,864
250
$1.39M 0.09%
42,126
+27,409
8 9
10
11 12