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
301
$1.11M 0.07%
33,853
+13,147
302
$1.11M 0.07%
31,093
+77
303
$1.09M 0.07%
+22,122
304
$1.08M 0.07%
114,311
+35,229
305
$1.08M 0.07%
13,943
+444
306
$1.07M 0.07%
28,772
-12,512
307
$1.07M 0.07%
32,928
-13,450
308
$1.06M 0.07%
+19,915
309
$1.05M 0.07%
+12,671
310
$1.04M 0.07%
45,464
+3,452
311
$1.03M 0.07%
+151,970
312
$1.02M 0.07%
37,717
+9,077
313
$1.01M 0.07%
+19,755
314
$1.01M 0.07%
+12,146
315
$1.01M 0.07%
+12,920
316
$1M 0.07%
46,032
+19,079
317
$1M 0.07%
+220,200
318
$1M 0.06%
28,647
-8,740
319
$1M 0.06%
+10,074
320
$999K 0.06%
16,643
+665
321
$993K 0.06%
+10,566
322
$984K 0.06%
+21,958
323
$957K 0.06%
32,973
-20,220
324
$946K 0.06%
+43,407
325
$942K 0.06%
38,324
+27,040
11 12
13
14 15