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
2526
$1K ﹤0.01%
103
2527
$1K ﹤0.01%
+100
2528
$1K ﹤0.01%
28
+17
2529
$1K ﹤0.01%
+40
2530
$1K ﹤0.01%
20
-68
2531
$1K ﹤0.01%
75
+18
2532
$1K ﹤0.01%
+18
2533
$1K ﹤0.01%
58
2534
$1K ﹤0.01%
+100
2535
$1K ﹤0.01%
13
2536
$1K ﹤0.01%
46
+38
2537
$1K ﹤0.01%
1,085
2538
$1K ﹤0.01%
+50
2539
$1K ﹤0.01%
2
2540
$1K ﹤0.01%
+100
2541
$1K ﹤0.01%
100
2542
$1K ﹤0.01%
7
-34
2543
$1K ﹤0.01%
100
2544
$1K ﹤0.01%
51
2545
$1K ﹤0.01%
89
2546
$1K ﹤0.01%
3
2547
$1K ﹤0.01%
100
2548
$1K ﹤0.01%
28
2549
$1K ﹤0.01%
100
2550
$1K ﹤0.01%
+20
100 101
102
103 104