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
26
$10.3M 0.67%
201,146
+27,350
27
$9.91M 0.64%
+299,312
28
$9.41M 0.61%
58,206
+15,067
29
$9.31M 0.6%
69,401
+7,968
30
$9.25M 0.6%
144,720
-2,189
31
$9.22M 0.6%
104,480
+26,352
32
$8.99M 0.58%
80,480
+11,903
33
$8.62M 0.56%
86,881
+2,106
34
$8.1M 0.52%
71,081
+30,555
35
$7.91M 0.51%
38,787
+23,216
36
$7.79M 0.5%
55,527
+13,540
37
$7.74M 0.5%
402,783
+196,680
38
$7.25M 0.47%
393,913
+87,366
39
$7.2M 0.47%
79,321
+39,423
40
$7.2M 0.47%
97,751
+75,709
41
$7.02M 0.45%
147,293
+19,632
42
$6.98M 0.45%
78,669
+10,929
43
$6.97M 0.45%
82,233
+45,275
44
$6.97M 0.45%
13,144
-720
45
$6.94M 0.45%
85,509
-4,543
46
$6.91M 0.45%
+36,274
47
$6.83M 0.44%
106,499
+56,072
48
$6.77M 0.44%
31,606
+14,165
49
$6.7M 0.43%
458,350
-50,220
50
$6.53M 0.42%
109,912
+6,380
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