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
$2B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,859
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$10.9M
3
+$9.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.88M
5
ZSL icon
ProShares UltraShort Silver
ZSL
+$8.57M

Top Sells

1
+$20.5M
2
+$14.7M
3
+$13.7M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$12.5M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.06M

Sector Composition

1 Technology 9.93%
2 Healthcare 5.35%
3 Consumer Staples 5.06%
4 Financials 4.89%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$484K 0.02%
7,431
+117
477
$483K 0.02%
2,203
+1,354
478
$479K 0.02%
50,806
+970
479
$479K 0.02%
4,325
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480
$475K 0.02%
17,824
+5,543
481
$472K 0.02%
4,707
-690
482
$472K 0.02%
3,395
-844
483
$471K 0.02%
4,424
-495
484
$470K 0.02%
2,809
-157
485
$469K 0.02%
3,419
+607
486
$465K 0.02%
5,086
+955
487
$462K 0.02%
12,677
+1,876
488
$460K 0.02%
4,508
-67
489
$458K 0.02%
29,850
+750
490
$456K 0.02%
20,752
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491
$455K 0.02%
1,658
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492
$449K 0.02%
12,537
-560
493
$447K 0.02%
2,690
+335
494
$446K 0.02%
2,749
-502
495
$446K 0.02%
23,555
-1,550
496
$445K 0.02%
17,488
-1,295
497
$445K 0.02%
1,989
-341
498
$444K 0.02%
10,911
+2,169
499
$441K 0.02%
24,912
-5,996
500
$441K 0.02%
3,801
-151
18 19
20
21 22