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
376
$703K 0.05%
+33,155
377
$702K 0.05%
+11,389
378
$702K 0.05%
+10,224
379
$699K 0.05%
24,794
+11,432
380
$698K 0.05%
20,708
+920
381
$691K 0.04%
17,336
-2,461
382
$688K 0.04%
25,338
-2,763
383
$683K 0.04%
+65,277
384
$676K 0.04%
198,800
385
$673K 0.04%
46,633
386
$667K 0.04%
+26,585
387
$665K 0.04%
+10,466
388
$657K 0.04%
11,184
-54,582
389
$654K 0.04%
14,262
+1,815
390
$651K 0.04%
+62,694
391
$644K 0.04%
43,101
+261
392
$641K 0.04%
58,575
393
$640K 0.04%
+32,246
394
$635K 0.04%
15,859
-838
395
$628K 0.04%
+15,275
396
$622K 0.04%
20,682
+6,807
397
$618K 0.04%
15,075
-1,030
398
$616K 0.04%
30,011
+15,664
399
$610K 0.04%
+16,522
400
$610K 0.04%
53,679
+143
14 15
16
17 18