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
2551
$1K ﹤0.01%
+100
2552
$1K ﹤0.01%
25
2553
$1K ﹤0.01%
44
+16
2554
$1K ﹤0.01%
+300
2555
$1K ﹤0.01%
6
2556
$1K ﹤0.01%
18
2557
$1K ﹤0.01%
100
2558
$1K ﹤0.01%
27
2559
$1K ﹤0.01%
61
2560
$1K ﹤0.01%
112
2561
$1K ﹤0.01%
42
+32
2562
$1K ﹤0.01%
375
-550
2563
$1K ﹤0.01%
2,509
+2,500
2564
$1K ﹤0.01%
2,945
2565
$1K ﹤0.01%
+100
2566
$1K ﹤0.01%
166
-2
2567
$1K ﹤0.01%
10
-35
2568
$1K ﹤0.01%
9
2569
$1K ﹤0.01%
21
2570
$1K ﹤0.01%
+3
2571
$1K ﹤0.01%
+1
2572
$1K ﹤0.01%
+20
2573
$1K ﹤0.01%
20
2574
$1K ﹤0.01%
20
2575
$1K ﹤0.01%
25
101 102
103
104 105