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
401
$609K 0.04%
26,556
+7,453
402
$606K 0.04%
+13,788
403
$605K 0.04%
40,167
-5,799
404
$597K 0.04%
15,413
-15,126
405
$592K 0.04%
+16,954
406
$587K 0.04%
87,545
-4,309
407
$581K 0.04%
25,967
+931
408
$580K 0.04%
31,079
-1,127
409
$567K 0.04%
+12,657
410
$566K 0.04%
+20,230
411
$562K 0.04%
48,661
+928
412
$557K 0.04%
19,270
+273
413
$554K 0.04%
19,277
+184
414
$553K 0.04%
+11,531
415
$547K 0.04%
12,011
+513
416
$543K 0.04%
13,730
+308
417
$536K 0.03%
23,628
-4,992
418
$528K 0.03%
25,136
-755
419
$525K 0.03%
28,971
-21
420
$522K 0.03%
15,509
-1,375
421
$518K 0.03%
+22,653
422
$515K 0.03%
+41,637
423
$508K 0.03%
+15,552
424
$507K 0.03%
+39,990
425
$502K 0.03%
21,161
+1,593
15 16
17
18 19