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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
501
$770K 0.03%
8,823
+5
502
$768K 0.03%
8,403
-2,362
503
$767K 0.03%
15,050
+6
504
$766K 0.03%
13,841
-1,804
505
$764K 0.03%
22,239
-5,610
506
$764K 0.03%
17,355
+830
507
$759K 0.03%
4,117
+772
508
$756K 0.03%
14,934
-877
509
$755K 0.03%
2,827
+186
510
$754K 0.03%
1
-2
511
$751K 0.03%
175
-7
512
$747K 0.03%
15,580
-549
513
$744K 0.03%
2,341
+1,053
514
$742K 0.03%
10,441
-2,786
515
$739K 0.03%
1,552
+5
516
$738K 0.03%
12,568
+433
517
$732K 0.03%
+33,238
518
$732K 0.03%
+11,895
519
$730K 0.03%
125,897
+4
520
$730K 0.03%
10,856
-31
521
$729K 0.03%
2,951
-215
522
$728K 0.03%
15,614
+768
523
$726K 0.03%
103,500
524
$722K 0.03%
35,731
+2,852
525
$718K 0.03%
33,322
-24
19 20
21
22 23