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
2626
$1K ﹤0.01%
183
+21
2627
$1K ﹤0.01%
64
2628
$1K ﹤0.01%
24
2629
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19
+7
2630
$1K ﹤0.01%
22
+8
2631
$1K ﹤0.01%
8
-17
2632
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112
2633
$1K ﹤0.01%
24
-25,764
2634
$1K ﹤0.01%
154
+36
2635
$1K ﹤0.01%
54
2636
$1K ﹤0.01%
5
-9
2637
$1K ﹤0.01%
370
2638
$1K ﹤0.01%
50
2639
$1K ﹤0.01%
41
2640
$1K ﹤0.01%
+24
2641
$1K ﹤0.01%
24
2642
$1K ﹤0.01%
13
-2
2643
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8
2644
$1K ﹤0.01%
41
-352
2645
$1K ﹤0.01%
14
2646
$1K ﹤0.01%
64
+11
2647
$1K ﹤0.01%
+168
2648
$1K ﹤0.01%
8
2649
$1K ﹤0.01%
44
2650
$1K ﹤0.01%
23
104 105
106
107 108