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
$1.54B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$28.9M
3
+$19.9M
4
SLV icon
iShares Silver Trust
SLV
+$17.5M
5
AMZN icon
Amazon
AMZN
+$17.4M

Top Sells

1
+$14.1M
2
+$5.92M
3
+$5.48M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$5.12M
5
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.63M

Sector Composition

1 Consumer Staples 8.47%
2 Technology 8.2%
3 Financials 6.2%
4 Healthcare 5.36%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.38M 0.09%
67,565
+247
252
$1.38M 0.09%
+30,583
253
$1.37M 0.09%
28,341
+16,684
254
$1.37M 0.09%
36,952
+12,556
255
$1.36M 0.09%
60,651
+13,950
256
$1.35M 0.09%
16,920
+237
257
$1.35M 0.09%
30,282
-21,274
258
$1.35M 0.09%
+20,809
259
$1.35M 0.09%
39,555
-926
260
$1.35M 0.09%
21,893
+1,745
261
$1.34M 0.09%
79,749
-237
262
$1.33M 0.09%
26,450
-1,152
263
$1.33M 0.09%
92,090
+1,971
264
$1.32M 0.09%
+12,238
265
$1.32M 0.09%
+13,384
266
$1.32M 0.09%
73,061
+8,752
267
$1.32M 0.09%
+35,802
268
$1.31M 0.09%
+38,017
269
$1.3M 0.08%
33,415
-2,046
270
$1.29M 0.08%
+44,785
271
$1.28M 0.08%
139,486
-1,700
272
$1.28M 0.08%
+35,690
273
$1.28M 0.08%
29,563
+4,498
274
$1.26M 0.08%
+25,390
275
$1.25M 0.08%
43,188
+17,352
9 10
11
12 13