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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
351
$1.4M 0.05%
13,017
+81
352
$1.4M 0.05%
11,645
-38
353
$1.39M 0.05%
49,043
-29,364
354
$1.38M 0.05%
48,925
+16,427
355
$1.38M 0.05%
26,334
+1,194
356
$1.37M 0.05%
2,008
+78
357
$1.36M 0.05%
36,020
-320
358
$1.36M 0.05%
15,081
-3,779
359
$1.35M 0.05%
4,194
+42
360
$1.34M 0.05%
1,861
-335
361
$1.34M 0.05%
2,057
-181
362
$1.34M 0.05%
57,580
-27,343
363
$1.33M 0.05%
27,307
+1,045
364
$1.32M 0.05%
27,738
-4,115
365
$1.32M 0.05%
+29,168
366
$1.31M 0.05%
3,105
+93
367
$1.31M 0.05%
29,992
+898
368
$1.31M 0.05%
6,673
-395
369
$1.28M 0.05%
+37,590
370
$1.28M 0.05%
3,618
+266
371
$1.27M 0.05%
+155,277
372
$1.26M 0.05%
+12,388
373
$1.26M 0.05%
5,317
+77
374
$1.25M 0.05%
39,326
+4,739
375
$1.24M 0.05%
5,449
+549
13 14
15
16 17