We are live on ! Find out more
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
426
$982K 0.04%
100,270
-6,946
427
$977K 0.04%
8,800
+1,931
428
$976K 0.04%
20,903
+5,955
429
$969K 0.04%
20,346
-257
430
$969K 0.04%
10,327
-671
431
$967K 0.04%
+20,066
432
$961K 0.04%
3,230
-31
433
$960K 0.04%
6,710
-65
434
$959K 0.04%
17,175
435
$958K 0.04%
536
+21
436
$957K 0.04%
15,099
+93
437
$951K 0.04%
18,180
+6,962
438
$943K 0.04%
7,138
+257
439
$943K 0.04%
10,511
+2,547
440
$942K 0.04%
25,786
-422
441
$939K 0.04%
4,571
+55
442
$938K 0.04%
+6,854
443
$938K 0.04%
7,438
+399
444
$937K 0.04%
25,618
+9,247
445
$934K 0.04%
11,584
+2,143
446
$930K 0.04%
3,411
+28
447
$923K 0.04%
20,499
+215
448
$921K 0.04%
20,552
-1,918
449
$921K 0.04%
9,365
-155
450
$919K 0.04%
8,436
-27
16 17
18
19 20