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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
AGNC icon
276
AGNC Investment
AGNC
$12.8B
$2.09M 0.08%
207,894
+57,759
XLC icon
277
State Street Communication Services Select Sector SPDR ETF
XLC
$23.6B
$2.08M 0.08%
18,759
+1,459
DEI icon
278
Douglas Emmett
DEI
$2.01B
$2.08M 0.08%
220,679
+84,294
FDN icon
279
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.19B
$2.05M 0.08%
8,759
-481
GILD icon
280
Gilead Sciences
GILD
$161B
$2.03M 0.08%
14,591
+218
DIVI icon
281
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.59B
$2.03M 0.07%
50,903
+7,027
IJJ icon
282
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.69B
$2.02M 0.07%
15,270
-65
MAR icon
283
Marriott International
MAR
$99.2B
$2.02M 0.07%
6,172
+1,782
GTIP icon
284
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$294M
$2.02M 0.07%
40,836
+7,756
WY icon
285
Weyerhaeuser
WY
$16.9B
$2.01M 0.07%
82,406
+2,849
QQQI icon
286
NEOS Nasdaq 100 High Income ETF
QQQI
$13B
$2.01M 0.07%
40,393
+3,974
KEN icon
287
Kenon Holdings
KEN
$3.43B
$1.99M 0.07%
24,202
-6,874
CDE icon
288
Coeur Mining
CDE
$16.5B
$1.98M 0.07%
105,608
+49,562
QYLD icon
289
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.37B
$1.98M 0.07%
115,496
+333
MBB icon
290
iShares MBS ETF
MBB
$39.3B
$1.97M 0.07%
20,761
+1,405
ITA icon
291
iShares US Aerospace & Defense ETF
ITA
$14.2B
$1.97M 0.07%
9,011
+732
XLG icon
292
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
$1.97M 0.07%
36,101
-21,803
VBR icon
293
Vanguard Small-Cap Value ETF
VBR
$36.7B
$1.95M 0.07%
8,992
-282
NKE icon
294
Nike
NKE
$65.7B
$1.95M 0.07%
36,901
-1,284
TJX icon
295
TJX Companies
TJX
$167B
$1.95M 0.07%
12,192
+3,668
CI icon
296
Cigna
CI
$77.6B
$1.94M 0.07%
7,288
+1,318
PSX icon
297
Phillips 66
PSX
$75.5B
$1.94M 0.07%
10,653
-608
BOXX icon
298
Alpha Architect 1-3 Month Box ETF
BOXX
$12.7B
$1.94M 0.07%
16,673
-830
URI icon
299
United Rentals
URI
$68.6B
$1.9M 0.07%
2,608
-113
EBAY icon
300
eBay
EBAY
$52B
$1.87M 0.07%
20,576
+257
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