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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
301
$1.84M 0.07%
19,458
-1,430
302
$1.83M 0.07%
16,082
-2,168
303
$1.82M 0.07%
7,621
-14,288
304
$1.82M 0.07%
10,651
-123
305
$1.81M 0.07%
9,632
+336
306
$1.8M 0.07%
32,367
+12,464
307
$1.8M 0.07%
33,202
+2,466
308
$1.79M 0.07%
45,382
+1,124
309
$1.79M 0.07%
18,442
-148
310
$1.79M 0.07%
22,987
+987
311
$1.78M 0.07%
12,931
-678
312
$1.77M 0.07%
19,466
+585
313
$1.76M 0.07%
7,978
-1,256
314
$1.76M 0.07%
10,525
-1,459
315
$1.74M 0.07%
8,327
+104
316
$1.72M 0.07%
2,795
+116
317
$1.72M 0.07%
13,227
+1,402
318
$1.72M 0.07%
20,830
+4,050
319
$1.69M 0.07%
7,183
-591
320
$1.65M 0.06%
19,685
-708
321
$1.65M 0.06%
+7,840
322
$1.65M 0.06%
47,517
+685
323
$1.64M 0.06%
5,687
+336
324
$1.63M 0.06%
5,226
-56
325
$1.62M 0.06%
5,531
-1,106
11 12
13
14 15