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
2601
$1K ﹤0.01%
22
+8
2602
$1K ﹤0.01%
8
-17
2603
$1K ﹤0.01%
112
2604
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+20
2605
$1K ﹤0.01%
24
-25,764
2606
$1K ﹤0.01%
154
+36
2607
$1K ﹤0.01%
20
2608
$1K ﹤0.01%
54
2609
$1K ﹤0.01%
5
-9
2610
$1K ﹤0.01%
370
2611
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50
2612
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41
2613
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+24
2614
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24
2615
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13
-2
2616
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8
2617
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41
-352
2618
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14
2619
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64
+11
2620
$1K ﹤0.01%
+168
2621
$1K ﹤0.01%
8
2622
$1K ﹤0.01%
44
2623
$1K ﹤0.01%
23
2624
$1K ﹤0.01%
40
-1
2625
$1K ﹤0.01%
31
+14
103 104
105
106 107