We are live on ! Find out more
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
$2.7B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$6.3M
3
+$5M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$4.56M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$3.44M

Top Sells

1
+$24.3M
2
+$7.89M
3
+$7.49M
4
SLV icon
iShares Silver Trust
SLV
+$6.72M
5
PHYS icon
Sprott Physical Gold
PHYS
+$6.61M

Sector Composition

1 Technology 14.33%
2 Financials 6.69%
3 Consumer Discretionary 4.71%
4 Industrials 3.93%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCY icon
576
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$615K 0.02%
29,407
-4,825
BLK icon
577
Blackrock
BLK
$161B
$611K 0.02%
635
-279
AZO icon
578
AutoZone
AZO
$50.2B
$606K 0.02%
179
+5
ADI icon
579
Analog Devices
ADI
$193B
$606K 0.02%
1,903
+375
UTHR icon
580
United Therapeutics
UTHR
$23.2B
$604K 0.02%
1,018
-41
PGR icon
581
Progressive
PGR
$134B
$601K 0.02%
3,033
+151
SOFI icon
582
SoFi Technologies
SOFI
$24.1B
$600K 0.02%
37,765
+21,890
DOX icon
583
Amdocs
DOX
$5.51B
$598K 0.02%
9,163
+4
CGUS icon
584
Capital Group Core Equity ETF
CGUS
$11.2B
$595K 0.02%
15,474
+8
QQQE icon
585
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.39B
$594K 0.02%
6,029
-699
QEFA icon
586
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.04B
$592K 0.02%
6,347
-11
FOXA icon
587
Fox Class A
FOXA
$22.7B
$590K 0.02%
10,101
-657
IWY icon
588
iShares Russell Top 200 Growth ETF
IWY
$16.9B
$588K 0.02%
2,365
+186
AEP icon
589
American Electric Power
AEP
$73.7B
$586K 0.02%
4,471
+169
GTO icon
590
Invesco Total Return Bond ETF
GTO
$2.39B
$585K 0.02%
12,483
+5,489
IHI icon
591
iShares US Medical Devices ETF
IHI
$3.18B
$584K 0.02%
10,948
+47
LPLA icon
592
LPL Financial
LPLA
$25.4B
$584K 0.02%
1,941
+20
VEU icon
593
Vanguard FTSE All-World ex-US ETF
VEU
$66.4B
$582K 0.02%
7,748
-259
HOOD icon
594
Robinhood
HOOD
$101B
$581K 0.02%
8,383
-751
PRN icon
595
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$431M
$577K 0.02%
2,965
+200
EWJ icon
596
iShares MSCI Japan ETF
EWJ
$22.5B
$574K 0.02%
6,803
+573
TM icon
597
Toyota
TM
$209B
$574K 0.02%
2,785
+122
SAP icon
598
SAP
SAP
$184B
$568K 0.02%
3,318
+778
ABNB icon
599
Airbnb
ABNB
$88.2B
$568K 0.02%
4,497
+51
CIB icon
600
Grupo Cibest SA
CIB
$19.7B
$566K 0.02%
7,772
-213
22 23
24
25 26