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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
576
$624K 0.02%
6,018
-1,289
577
$624K 0.02%
6,539
-307
578
$623K 0.02%
14,383
+338
579
$622K 0.02%
11,201
-5,846
580
$618K 0.02%
2,273
+152
581
$612K 0.02%
3,180
-1,798
582
$611K 0.02%
21,132
+285
583
$607K 0.02%
27,419
+7,220
584
$606K 0.02%
1,109
+663
585
$606K 0.02%
2,800
-2,225
586
$605K 0.02%
1,636
-1,439
587
$602K 0.02%
8,190
-292
588
$600K 0.02%
8,764
+51
589
$592K 0.02%
1,205
-34
590
$588K 0.02%
3,200
-103
591
$587K 0.02%
11,633
+33
592
$586K 0.02%
2,140
-3,187
593
$585K 0.02%
8,196
-155
594
$583K 0.02%
1,895
+229
595
$582K 0.02%
39,160
596
$580K 0.02%
1,549
-326
597
$576K 0.02%
12,305
+740
598
$572K 0.02%
28,637
+3
599
$568K 0.02%
10,427
+2,704
600
$567K 0.02%
49,775
+10,049
22 23
24
25 26