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
426
$496K 0.03%
+10,136
427
$496K 0.03%
30,358
+2
428
$496K 0.03%
58,870
-1,136
429
$492K 0.03%
+27,420
430
$489K 0.03%
+20,004
431
$489K 0.03%
52,126
+7,371
432
$489K 0.03%
+10,334
433
$487K 0.03%
11,356
-529
434
$480K 0.03%
+71,211
435
$479K 0.03%
15,752
+474
436
$470K 0.03%
+15,339
437
$467K 0.03%
42,144
+6,382
438
$464K 0.03%
+11,731
439
$459K 0.03%
10,958
440
$455K 0.03%
13,671
+1,966
441
$454K 0.03%
19,119
-7,996
442
$453K 0.03%
18,639
+8,225
443
$453K 0.03%
15,114
444
$446K 0.03%
18,484
-3,386
445
$440K 0.03%
46,845
+5,984
446
$436K 0.03%
47,837
+6,350
447
$432K 0.03%
28,579
-2,290
448
$432K 0.03%
+38,188
449
$431K 0.03%
+11,014
450
$430K 0.03%
+12,403
16 17
18
19 20