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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
451
$918K 0.04%
8,256
+774
452
$913K 0.04%
15,151
-3,561
453
$908K 0.03%
44,964
-2,544
454
$901K 0.03%
4,473
-195
455
$895K 0.03%
40,155
+59
456
$890K 0.03%
3,031
-348
457
$888K 0.03%
10,523
-591
458
$887K 0.03%
13,228
+1,211
459
$877K 0.03%
10,834
+17
460
$874K 0.03%
59,808
+10,579
461
$874K 0.03%
+324,830
462
$869K 0.03%
1,829
+50
463
$865K 0.03%
17,889
-889
464
$864K 0.03%
12,509
+3,541
465
$864K 0.03%
3,504
-1,125
466
$863K 0.03%
9,065
+387
467
$862K 0.03%
47,090
+7,853
468
$862K 0.03%
19,166
+7,593
469
$861K 0.03%
20,950
+4,658
470
$859K 0.03%
+23,969
471
$857K 0.03%
1,874
-4
472
$848K 0.03%
3,095
+47
473
$843K 0.03%
13,408
+1,019
474
$843K 0.03%
11,462
+2,709
475
$843K 0.03%
6,571
-116
17 18
19
20 21