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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
$2.61B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$5.93M
3
+$5.18M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$3.52M
5
SLV icon
iShares Silver Trust
SLV
+$2.94M

Top Sells

1
+$7.61M
2
+$6.17M
3
+$6.14M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.05M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$5.27M

Sector Composition

1 Technology 15.49%
2 Financials 7.08%
3 Consumer Discretionary 4.92%
4 Communication Services 4.02%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.29M 0.09%
50,049
+18
252
$2.24M 0.09%
3,205
-5,329
253
$2.23M 0.09%
35,177
+18,772
254
$2.22M 0.09%
29,349
-121
255
$2.21M 0.08%
+220,850
256
$2.2M 0.08%
27,126
-7
257
$2.17M 0.08%
139,373
+3,025
258
$2.13M 0.08%
17,956
+304
259
$2.12M 0.08%
8,487
-1,248
260
$2.11M 0.08%
40,894
+1,260
261
$2.1M 0.08%
124,332
+146
262
$2.09M 0.08%
29,859
-78,188
263
$2.08M 0.08%
21,942
-206
264
$2.07M 0.08%
41,544
-725
265
$2.07M 0.08%
40,511
-171
266
$2.06M 0.08%
52,044
+702
267
$2.06M 0.08%
38,212
+10,403
268
$2.06M 0.08%
78,895
+655
269
$2.04M 0.08%
+50,820
270
$2.03M 0.08%
38,354
+215
271
$2.03M 0.08%
10,669
+391
272
$2.03M 0.08%
22,075
-1,645
273
$2M 0.08%
9,582
-573
274
$2M 0.08%
35,200
-3,587
275
$2M 0.08%
16,705
-1,609
9 10
11
12 13