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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
476
$841K 0.03%
67,414
+246
477
$840K 0.03%
+10,022
478
$839K 0.03%
8,807
-179
479
$834K 0.03%
7,828
-1,017
480
$831K 0.03%
23,399
+358
481
$829K 0.03%
22,255
+14,274
482
$829K 0.03%
31,926
-1,291
483
$829K 0.03%
28,283
+9,119
484
$827K 0.03%
2,513
+54
485
$827K 0.03%
16,143
+819
486
$819K 0.03%
46,067
+112
487
$816K 0.03%
+7,366
488
$813K 0.03%
11,654
-719
489
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5,313
-601
490
$805K 0.03%
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491
$803K 0.03%
+7,155
492
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23,839
-4,298
493
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+8,707
494
$792K 0.03%
11,997
-294
495
$787K 0.03%
7,855
-599
496
$787K 0.03%
17,391
+843
497
$785K 0.03%
5,639
-13
498
$779K 0.03%
12,740
+123
499
$771K 0.03%
4,045
+1,541
500
$770K 0.03%
13,542
-7,129
18 19
20
21 22