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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
$2.7B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$6.3M
3
+$5M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$4.56M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$3.44M

Top Sells

1
+$24.3M
2
+$7.89M
3
+$7.49M
4
SLV icon
iShares Silver Trust
SLV
+$6.72M
5
PHYS icon
Sprott Physical Gold
PHYS
+$6.61M

Sector Composition

1 Technology 14.33%
2 Financials 6.69%
3 Consumer Discretionary 4.71%
4 Industrials 3.93%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
451
D.R. Horton
DHI
$43B
$952K 0.04%
6,934
+510
GCOW icon
452
Pacer Global Cash Cows Dividend ETF
GCOW
$3.23B
$951K 0.04%
20,563
+1,543
VNQ icon
453
Vanguard Real Estate ETF
VNQ
$37.7B
$949K 0.04%
10,700
-699
MDT icon
454
Medtronic
MDT
$107B
$947K 0.04%
10,932
+1,928
TIP icon
455
iShares TIPS Bond ETF
TIP
$14.5B
$947K 0.04%
8,577
+338
OGS icon
456
ONE Gas
OGS
$4.97B
$941K 0.03%
10,921
+83
PNW icon
457
Pinnacle West Capital
PNW
$13.1B
$937K 0.03%
9,298
-1,402
ORLY icon
458
O'Reilly Automotive
ORLY
$71.5B
$934K 0.03%
10,120
-3,022
USO icon
459
United States Oil Fund
USO
$2.09B
$932K 0.03%
+7,324
XBI icon
460
State Street SPDR S&P Biotech ETF
XBI
$10.8B
$930K 0.03%
7,282
-1,057
PWR icon
461
Quanta Services
PWR
$98.8B
$929K 0.03%
1,692
+6
PNFP icon
462
Pinnacle Financial Partners Inc
PNFP
$15.2B
$929K 0.03%
+10,780
LIN icon
463
Linde
LIN
$245B
$928K 0.03%
1,873
-154
CMG icon
464
Chipotle Mexican Grill
CMG
$45.2B
$919K 0.03%
28,709
+4,450
INTU icon
465
Intuit
INTU
$75.2B
$910K 0.03%
2,105
+304
GSIE icon
466
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
$903K 0.03%
20,934
+1,074
PSLV icon
467
Sprott Physical Silver Trust
PSLV
$12.2B
$894K 0.03%
36,635
+12,173
USB icon
468
US Bancorp
USB
$97.2B
$882K 0.03%
16,956
-1,721
MUB icon
469
iShares National Muni Bond ETF
MUB
$45.6B
$881K 0.03%
8,295
+386
HNDL icon
470
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$641M
$878K 0.03%
40,210
+21
IUSB icon
471
iShares Core Universal USD Bond ETF
IUSB
$42.5B
$868K 0.03%
18,788
-2,298
BABA icon
472
Alibaba
BABA
$269B
$865K 0.03%
6,892
-52
PNC icon
473
PNC Financial Services
PNC
$101B
$861K 0.03%
4,138
+233
PFXF icon
474
VanEck Preferred Securities ex Financials ETF
PFXF
$2.44B
$859K 0.03%
48,996
+3,254
FLEX icon
475
Flex
FLEX
$49.8B
$856K 0.03%
13,082
-349
17 18
19
20 21