We are live on ! Find out more
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
326
$1.59M 0.06%
+24,455
327
$1.57M 0.06%
4,012
+1,215
328
$1.57M 0.06%
10,792
-541
329
$1.57M 0.06%
22,775
-17,716
330
$1.56M 0.06%
67,063
-7,746
331
$1.56M 0.06%
162,364
-1,978
332
$1.55M 0.06%
3,678
-944
333
$1.55M 0.06%
14,955
+1,537
334
$1.54M 0.06%
50,787
-1,451
335
$1.53M 0.06%
91,626
-2,025
336
$1.52M 0.06%
22,892
+3,244
337
$1.52M 0.06%
+12,331
338
$1.52M 0.06%
7,078
+3,483
339
$1.51M 0.06%
11,105
-1,069
340
$1.5M 0.06%
15,773
+1,242
341
$1.5M 0.06%
7,781
-1,654
342
$1.46M 0.06%
6,575
+178
343
$1.46M 0.06%
14,502
+818
344
$1.45M 0.06%
38,936
+4,325
345
$1.45M 0.06%
46,200
-840
346
$1.44M 0.06%
24,891
+17,128
347
$1.44M 0.06%
31,057
-285
348
$1.42M 0.05%
14,823
-18
349
$1.41M 0.05%
9,208
+932
350
$1.4M 0.05%
11,894
+1
12 13
14
15 16