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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
551
$665K 0.03%
13,328
+4,736
552
$664K 0.03%
8,140
+50
553
$663K 0.03%
+41,049
554
$660K 0.03%
8,756
-8
555
$658K 0.03%
3,907
-2,119
556
$658K 0.03%
1,977
-800
557
$657K 0.03%
+10,760
558
$655K 0.03%
26,797
559
$653K 0.03%
862
-1,083
560
$650K 0.02%
4,700
+86
561
$647K 0.02%
1,905
-152
562
$640K 0.02%
672
-1
563
$639K 0.02%
2,923
-24
564
$636K 0.02%
10,593
-323
565
$636K 0.02%
2,696
+27
566
$633K 0.02%
23,173
-262
567
$632K 0.02%
4,184
-142
568
$632K 0.02%
1,525
+302
569
$631K 0.02%
+3,898
570
$631K 0.02%
10,528
-458
571
$630K 0.02%
12,755
+4,444
572
$629K 0.02%
63,299
+60
573
$629K 0.02%
+5,851
574
$628K 0.02%
3,095
-87
575
$625K 0.02%
1,466
-1,370
21 22
23
24 25