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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
401
$1.09M 0.04%
934
+65
402
$1.09M 0.04%
47,462
+2,309
403
$1.08M 0.04%
6,402
+93
404
$1.08M 0.04%
14,147
-428
405
$1.08M 0.04%
27,907
-37
406
$1.07M 0.04%
23,122
+4,504
407
$1.06M 0.04%
11,945
-275
408
$1.05M 0.04%
56,086
+274
409
$1.04M 0.04%
5,835
+42
410
$1.04M 0.04%
11,583
+215
411
$1.03M 0.04%
19,996
+1,280
412
$1.03M 0.04%
5,868
+436
413
$1.02M 0.04%
42,813
+4,846
414
$1.02M 0.04%
7,339
415
$1M 0.04%
3,852
+51
416
$1M 0.04%
22,883
-1,634
417
$1,000K 0.04%
13,979
-133
418
$998K 0.04%
+30,108
419
$995K 0.04%
20,149
+123
420
$988K 0.04%
57,208
-496
421
$986K 0.04%
10,196
-277
422
$985K 0.04%
21,096
+553
423
$985K 0.04%
25,115
+9,615
424
$984K 0.04%
19,590
+3,135
425
$982K 0.04%
7,486
-1,327
15 16
17
18 19