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
2651
$1K ﹤0.01%
13
2652
$1K ﹤0.01%
46
+38
2653
$1K ﹤0.01%
1,085
2654
$1K ﹤0.01%
+50
2655
$1K ﹤0.01%
2
2656
$1K ﹤0.01%
+100
2657
$1K ﹤0.01%
100
2658
$1K ﹤0.01%
7
-34
2659
$1K ﹤0.01%
100
2660
$1K ﹤0.01%
51
2661
$1K ﹤0.01%
89
2662
$1K ﹤0.01%
3
2663
$0 ﹤0.01%
10
2664
$0 ﹤0.01%
54
+35
2665
$0 ﹤0.01%
68
+1
2666
$0 ﹤0.01%
+4
2667
$0 ﹤0.01%
1
2668
$0 ﹤0.01%
56
2669
$0 ﹤0.01%
+51
2670
– –
-10
2671
– –
-13
2672
$0 ﹤0.01%
2
2673
$0 ﹤0.01%
8
2674
– –
-4
2675
$0 ﹤0.01%
2
105 106
107
108 109