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
451
$429K 0.03%
+14,018
452
$421K 0.03%
16,947
-26
453
$418K 0.03%
37,359
+1,248
454
$414K 0.03%
11,650
455
$408K 0.03%
17,832
+633
456
$396K 0.03%
16,055
+1,782
457
$390K 0.03%
15,574
+875
458
$387K 0.03%
+12,144
459
$382K 0.02%
+17,777
460
$369K 0.02%
10,957
-5,409
461
$368K 0.02%
34,555
462
$364K 0.02%
+11,058
463
$363K 0.02%
+21,262
464
$362K 0.02%
12,745
+741
465
$357K 0.02%
+10,914
466
$353K 0.02%
30,175
+168
467
$351K 0.02%
+12,425
468
$346K 0.02%
29,354
+98
469
$346K 0.02%
+4,100
470
$343K 0.02%
+12,483
471
$340K 0.02%
+25,542
472
$338K 0.02%
+42,195
473
$334K 0.02%
20,629
474
$331K 0.02%
12,890
+1
475
$322K 0.02%
+15,335
17 18
19
20 21