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
2551
$1K ﹤0.01%
25
2552
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2553
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6
2554
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20
2555
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+10
2556
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229
-1,505
2557
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100
2558
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92
2559
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100
2560
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23
2561
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16
-21
2562
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+80
2563
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10
2564
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101
2565
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+2
2566
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90
+55
2567
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+26
2568
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+5
2569
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41
2570
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20
+7
2571
$1K ﹤0.01%
330
2572
$1K ﹤0.01%
+100
2573
$1K ﹤0.01%
435
2574
$1K ﹤0.01%
15
2575
$1K ﹤0.01%
102
101 102
103
104 105