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
$2.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,986
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.1M
3
+$11M
4
GXC icon
SPDR S&P China ETF
GXC
+$8.59M
5
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$8.34M

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
+$4.59M

Sector Composition

1 Technology 9.64%
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
2501
$2K ﹤0.01%
159
2502
$2K ﹤0.01%
500
2503
$2K ﹤0.01%
240
+86
2504
$2K ﹤0.01%
40
2505
$2K ﹤0.01%
67
2506
$2K ﹤0.01%
+727
2507
$2K ﹤0.01%
27
+7
2508
$2K ﹤0.01%
+20
2509
$2K ﹤0.01%
133
2510
$2K ﹤0.01%
+46
2511
$2K ﹤0.01%
71
2512
$2K ﹤0.01%
141
+3
2513
$2K ﹤0.01%
50
2514
$2K ﹤0.01%
133
2515
$2K ﹤0.01%
14
+5
2516
$2K ﹤0.01%
32
+24
2517
$2K ﹤0.01%
300
-83
2518
$2K ﹤0.01%
208
2519
$1K ﹤0.01%
483
2520
$1K ﹤0.01%
15
2521
$1K ﹤0.01%
150
+100
2522
$1K ﹤0.01%
28
2523
$1K ﹤0.01%
23
2524
$1K ﹤0.01%
9
+3
2525
$1K ﹤0.01%
48
-8
99 100
101
102 103