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
476
$315K 0.02%
25,934
+189
477
$313K 0.02%
11,602
-3,804
478
$313K 0.02%
14,383
+3,847
479
$311K 0.02%
10,321
+3
480
$310K 0.02%
14,960
-333
481
$309K 0.02%
23,397
+593
482
$309K 0.02%
+10,136
483
$307K 0.02%
+12,249
484
$305K 0.02%
12,612
-1,783
485
$304K 0.02%
4,738
+1,760
486
$303K 0.02%
+50,632
487
$303K 0.02%
23,421
-293
488
$300K 0.02%
+14,197
489
$294K 0.02%
70,693
+256
490
$294K 0.02%
+10,197
491
$290K 0.02%
30,033
+169
492
$289K 0.02%
21,102
+80
493
$285K 0.02%
19,262
-613
494
$281K 0.02%
+16,254
495
$280K 0.02%
12,586
-874
496
$277K 0.02%
+13,011
497
$265K 0.02%
25,429
+6,175
498
$261K 0.02%
16,117
+50
499
$258K 0.02%
28,337
-2,100
500
$257K 0.02%
+24,225
18 19
20
21 22