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
326
$938K 0.06%
13,204
+265
327
$933K 0.06%
+11,717
328
$930K 0.06%
19,705
+8,333
329
$928K 0.06%
43,871
+23,659
330
$918K 0.06%
+12,295
331
$892K 0.06%
23,919
+8,233
332
$891K 0.06%
39,038
+5,408
333
$888K 0.06%
13,532
-5,334
334
$877K 0.06%
+32,885
335
$864K 0.06%
59,915
+125
336
$862K 0.06%
20,933
-3,271
337
$860K 0.06%
+11,592
338
$854K 0.06%
25,909
+5,244
339
$847K 0.05%
43,488
+19,766
340
$845K 0.05%
12,855
+1,131
341
$837K 0.05%
48,035
+6,652
342
$833K 0.05%
19,751
+5,246
343
$831K 0.05%
11,803
+760
344
$827K 0.05%
64,750
345
$826K 0.05%
21,682
+3,707
346
$818K 0.05%
+71,400
347
$814K 0.05%
16,522
-2,971
348
$807K 0.05%
47,510
-500
349
$801K 0.05%
+11,813
350
$799K 0.05%
+11,224
12 13
14
15 16