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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
376
$1.24M 0.05%
12,214
+474
377
$1.23M 0.05%
13,160
-152
378
$1.23M 0.05%
6,670
-1,505
379
$1.23M 0.05%
8,489
-358
380
$1.22M 0.05%
31,591
+90
381
$1.22M 0.05%
+8,507
382
$1.21M 0.05%
29,528
+3,156
383
$1.21M 0.05%
1,462
-168
384
$1.2M 0.05%
23,723
+89
385
$1.2M 0.05%
21,058
-2,765
386
$1.19M 0.05%
1,227
+283
387
$1.18M 0.05%
55,094
+3,538
388
$1.17M 0.04%
27,661
-525
389
$1.16M 0.04%
2,540
-18
390
$1.16M 0.04%
21,747
+12,759
391
$1.15M 0.04%
24,513
+9,618
392
$1.14M 0.04%
3,259
-119
393
$1.14M 0.04%
31,696
+6,051
394
$1.13M 0.04%
4,347
+81
395
$1.12M 0.04%
6,431
-50
396
$1.12M 0.04%
5,626
-505
397
$1.1M 0.04%
7,916
-503
398
$1.1M 0.04%
3,231
-42
399
$1.1M 0.04%
16,908
+6,060
400
$1.1M 0.04%
7,851
-306
14 15
16
17 18