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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
526
$718K 0.03%
100,000
527
$718K 0.03%
60,435
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528
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46,331
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529
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530
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9,332
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531
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532
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6,234
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533
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534
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535
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536
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6,208
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537
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$692K 0.03%
296
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539
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14,281
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$676K 0.03%
28,807
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546
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26,813
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547
$670K 0.03%
24,850
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548
$670K 0.03%
10,617
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549
$667K 0.03%
3,318
+145
550
$666K 0.03%
+9,080
20 21
22
23 24