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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
$2.61B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$5.93M
3
+$5.18M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$3.52M
5
SLV icon
iShares Silver Trust
SLV
+$2.94M

Top Sells

1
+$7.61M
2
+$6.17M
3
+$6.14M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.05M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$5.27M

Sector Composition

1 Technology 15.49%
2 Financials 7.08%
3 Consumer Discretionary 4.92%
4 Communication Services 4.02%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.54M 0.1%
41,773
+9,665
227
$2.54M 0.1%
98,183
+4,827
228
$2.53M 0.1%
22,362
+3,940
229
$2.53M 0.1%
12,355
-851
230
$2.5M 0.1%
27,674
+164
231
$2.5M 0.1%
29,637
+12,201
232
$2.49M 0.1%
16,786
+2,821
233
$2.49M 0.1%
20,344
-1,668
234
$2.49M 0.1%
20,770
-246
235
$2.48M 0.1%
18,033
+475
236
$2.47M 0.09%
79,115
+4,208
237
$2.47M 0.09%
21,602
+1,324
238
$2.45M 0.09%
48,742
+4,621
239
$2.43M 0.09%
3,139
+90
240
$2.42M 0.09%
8,394
+183
241
$2.42M 0.09%
15,419
-9,987
242
$2.41M 0.09%
17,966
-5,924
243
$2.4M 0.09%
59,322
-35,920
244
$2.39M 0.09%
16,823
-1,388
245
$2.37M 0.09%
29,675
+1,752
246
$2.36M 0.09%
117,734
+514
247
$2.36M 0.09%
30,756
+1,068
248
$2.34M 0.09%
95,740
+555
249
$2.33M 0.09%
58,869
+1,260
250
$2.29M 0.09%
11,559
-222
8 9
10
11 12