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
276
$1.25M 0.08%
16,091
+1,721
277
$1.24M 0.08%
47,055
+230
278
$1.24M 0.08%
15,185
+993
279
$1.24M 0.08%
51,374
-4,745
280
$1.22M 0.08%
40,751
+20,569
281
$1.22M 0.08%
76,976
+1,200
282
$1.22M 0.08%
14,169
-821
283
$1.22M 0.08%
34,826
+10,446
284
$1.22M 0.08%
46,576
+19
285
$1.22M 0.08%
+40,000
286
$1.21M 0.08%
+10,068
287
$1.21M 0.08%
+15,961
288
$1.21M 0.08%
49,022
+16,063
289
$1.21M 0.08%
+11,641
290
$1.19M 0.08%
40,450
+17,487
291
$1.18M 0.08%
65,331
+4,339
292
$1.17M 0.08%
37,442
+6,995
293
$1.16M 0.08%
+26,411
294
$1.16M 0.07%
+14,044
295
$1.15M 0.07%
+12,018
296
$1.15M 0.07%
36,370
297
$1.14M 0.07%
19,457
+2,264
298
$1.13M 0.07%
17,900
-933
299
$1.13M 0.07%
+24,278
300
$1.13M 0.07%
11,668
10 11
12
13 14