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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.7B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$6.3M
3
+$5M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$4.56M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$3.44M

Top Sells

1
+$24.3M
2
+$7.89M
3
+$7.49M
4
SLV icon
iShares Silver Trust
SLV
+$6.72M
5
PHYS icon
Sprott Physical Gold
PHYS
+$6.61M

Sector Composition

1 Technology 14.33%
2 Financials 6.69%
3 Consumer Discretionary 4.71%
4 Industrials 3.93%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTLS icon
251
First Trust Long/Short Equity ETF
FTLS
$2.44B
$2.33M 0.09%
33,144
+3,013
SO icon
252
Southern Company
SO
$108B
$2.32M 0.09%
24,029
+1,961
CB icon
253
Chubb
CB
$135B
$2.32M 0.09%
7,107
+5,404
XLY icon
254
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
$2.31M 0.09%
21,239
+1,341
KHC icon
255
Kraft Heinz
KHC
$29.5B
$2.31M 0.09%
102,806
-38,956
COF icon
256
Capital One
COF
$124B
$2.29M 0.08%
12,576
-386
HYG icon
257
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.5B
$2.29M 0.08%
28,771
+352
DRI icon
258
Darden Restaurants
DRI
$23.4B
$2.27M 0.08%
11,596
+661
MRVL icon
259
Marvell Technology
MRVL
$212B
$2.27M 0.08%
22,919
+4,676
QQEW icon
260
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.81B
$2.25M 0.08%
17,741
-350
VGT icon
261
Vanguard Information Technology ETF
VGT
$144B
$2.25M 0.08%
25,808
+10,856
VNLA icon
262
Janus Henderson Short Duration Income ETF
VNLA
$3.31B
$2.23M 0.08%
45,600
+5,136
BNDX icon
263
Vanguard Total International Bond ETF
BNDX
$81.7B
$2.22M 0.08%
46,243
+2,412
IGV icon
264
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
$2.21M 0.08%
27,654
-2,317
FEIM icon
265
Frequency Electronics
FEIM
$564M
$2.21M 0.08%
50,004
-13,261
JBL icon
266
Jabil
JBL
$34.6B
$2.21M 0.08%
8,312
-871
DGCB icon
267
Dimensional Global Credit ETF
DGCB
$1.07B
$2.16M 0.08%
39,812
+2,009
TMO icon
268
Thermo Fisher Scientific
TMO
$196B
$2.15M 0.08%
4,372
+201
CRWD icon
269
CrowdStrike
CRWD
$191B
$2.15M 0.08%
22,012
+884
ISRG icon
270
Intuitive Surgical
ISRG
$144B
$2.14M 0.08%
4,647
+77
OPPE
271
WisdomTree European Opportunities Fund
OPPE
$275M
$2.14M 0.08%
+39,874
JNK icon
272
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.43B
$2.14M 0.08%
22,362
+2,009
DAL icon
273
Delta Air Lines
DAL
$57.4B
$2.14M 0.08%
32,148
-3,570
XLP icon
274
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.1B
$2.09M 0.08%
25,494
+433
IYW icon
275
iShares US Technology ETF
IYW
$25.2B
$2.09M 0.08%
11,515
-7,679
9 10
11
12 13