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
$1.74B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$25.4M
3
+$16M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$15M
5
TSLA icon
Tesla
TSLA
+$12.1M

Top Sells

1
+$7.47M
2
+$7.18M
3
+$6.61M
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$5.93M
5
COST icon
Costco
COST
+$4.67M

Sector Composition

1 Technology 10.17%
2 Consumer Staples 6.26%
3 Financials 5.13%
4 Healthcare 3.6%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$321K 0.02%
+17,652
477
$319K 0.02%
14,412
-2,085
478
$313K 0.02%
+5,602
479
$311K 0.02%
+18,850
480
$310K 0.02%
15,971
+1,288
481
$309K 0.02%
14,654
-716
482
$309K 0.02%
18,774
+380
483
$305K 0.02%
+10,855
484
$303K 0.02%
11,362
-2,434
485
$293K 0.02%
36,623
+2,451
486
$292K 0.02%
12,705
+2,128
487
$281K 0.02%
12,642
-5,436
488
$275K 0.02%
43,106
+347
489
$268K 0.02%
17,369
490
$253K 0.01%
10,403
+20
491
$252K 0.01%
11,286
-190
492
$249K 0.01%
+14,255
493
$236K 0.01%
+15,269
494
$234K 0.01%
+14,748
495
$233K 0.01%
+10,121
496
$227K 0.01%
11,286
-686
497
$226K 0.01%
51,765
-8,521
498
$226K 0.01%
15,884
+426
499
$221K 0.01%
51,217
-3,994
500
$220K 0.01%
+17,560
18 19
20
21 22