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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
276
$1.98M 0.08%
40,109
+1,170
277
$1.97M 0.08%
4,066
-148
278
$1.97M 0.08%
39,881
+372
279
$1.96M 0.08%
9,045
-246
280
$1.96M 0.08%
371,077
-1,966
281
$1.95M 0.07%
11,467
+70
282
$1.95M 0.07%
114,591
+401
283
$1.95M 0.07%
25,597
-691
284
$1.94M 0.07%
8,185
-1,400
285
$1.93M 0.07%
55,463
-63,544
286
$1.92M 0.07%
20,730
+9,701
287
$1.91M 0.07%
24,430
-91
288
$1.91M 0.07%
13,125
+5,306
289
$1.91M 0.07%
70,713
+11,688
290
$1.9M 0.07%
73,798
+2,864
291
$1.9M 0.07%
26,710
-10,521
292
$1.89M 0.07%
19,307
+74
293
$1.89M 0.07%
37,027
-32,294
294
$1.87M 0.07%
75,431
-250
295
$1.86M 0.07%
55,477
-453
296
$1.86M 0.07%
6,183
-167
297
$1.86M 0.07%
4,153
+620
298
$1.85M 0.07%
33,146
-574
299
$1.84M 0.07%
33,257
+7,150
300
$1.84M 0.07%
80,371
-7,545
10 11
12
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