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
+$16.4M
2
+$11.1M
3
+$11M
4
GXC icon
State Street 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 9.63%
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
2526
$1K ﹤0.01%
61
2527
$1K ﹤0.01%
112
2528
$1K ﹤0.01%
42
+32
2529
$1K ﹤0.01%
375
-550
2530
$1K ﹤0.01%
2,509
+2,500
2531
$1K ﹤0.01%
2,945
2532
$1K ﹤0.01%
+100
2533
$1K ﹤0.01%
166
-2
2534
$1K ﹤0.01%
33
-12
2535
$1K ﹤0.01%
103
-14
2536
$1K ﹤0.01%
39
2537
$1K ﹤0.01%
3
2538
$1K ﹤0.01%
+77
2539
$1K ﹤0.01%
28
+17
2540
$1K ﹤0.01%
+20
2541
$1K ﹤0.01%
+100
2542
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25
2543
$1K ﹤0.01%
44
+16
2544
$1K ﹤0.01%
10
-35
2545
$1K ﹤0.01%
9
2546
$1K ﹤0.01%
21
2547
$1K ﹤0.01%
+3
2548
$1K ﹤0.01%
+1
2549
$1K ﹤0.01%
+100
2550
$1K ﹤0.01%
100
100 101
102
103 104