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
2576
$1K ﹤0.01%
40
2577
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33
-12
2578
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6
2579
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20
2580
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+10
2581
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229
-1,505
2582
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100
2583
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92
2584
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100
2585
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23
2586
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16
-21
2587
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+80
2588
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10
2589
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101
2590
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+2
2591
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90
+55
2592
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+26
2593
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+5
2594
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41
2595
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20
+7
2596
$1K ﹤0.01%
330
2597
$1K ﹤0.01%
+100
2598
$1K ﹤0.01%
435
2599
$1K ﹤0.01%
15
2600
$1K ﹤0.01%
102
102 103
104
105 106