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
$400M
AUM Growth
-$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.05M
3
+$2.03M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.73M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.25M

Top Sells

1
+$3.88M
2
+$2.75M
3
+$2.5M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.81M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.38M

Sector Composition

1 Technology 12.91%
2 Consumer Staples 6.73%
3 Financials 6.09%
4 Communication Services 5.79%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
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