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
351
$795K 0.05%
+18,483
352
$792K 0.05%
35,825
+12,422
353
$781K 0.05%
+20,510
354
$777K 0.05%
+12,281
355
$775K 0.05%
+12,158
356
$771K 0.05%
+15,421
357
$766K 0.05%
+31,714
358
$766K 0.05%
15,150
-3,339
359
$766K 0.05%
41,463
+4,325
360
$764K 0.05%
+23,394
361
$761K 0.05%
38,852
+2,223
362
$748K 0.05%
63,720
+2,483
363
$748K 0.05%
+10,501
364
$744K 0.05%
15,717
365
$744K 0.05%
+10,971
366
$743K 0.05%
+15,967
367
$740K 0.05%
18,100
+148
368
$739K 0.05%
192,832
-4,813
369
$736K 0.05%
+25,296
370
$731K 0.05%
+24,558
371
$726K 0.05%
10,137
372
$721K 0.05%
41,136
-24
373
$715K 0.05%
+11,650
374
$706K 0.05%
11,089
-1,127
375
$705K 0.05%
50,780
-17,480
13 14
15
16 17