SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,859
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$10.9M
3
+$9.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.88M
5
ZSL icon
ProShares UltraShort Silver
ZSL
+$8.57M

Top Sells

1
+$20.5M
2
+$14.7M
3
+$13.7M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$12.5M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.06M

Sector Composition

1 Technology 9.93%
2 Healthcare 5.35%
3 Consumer Staples 5.06%
4 Financials 4.89%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.74M 0.44%
85,772
+49,196
52
$8.71M 0.44%
74,054
+3,057
53
$8.71M 0.44%
110,094
+5,284
54
$8.57M 0.43%
+54,617
55
$8.19M 0.41%
40,972
+8,436
56
$8.18M 0.41%
54,635
-2,642
57
$8.12M 0.41%
156,895
+26,976
58
$7.97M 0.4%
202,405
+24,266
59
$7.84M 0.39%
180,670
+114,080
60
$7.78M 0.39%
74,579
+47,571
61
$7.63M 0.38%
+118,449
62
$7.58M 0.38%
86,551
+7,923
63
$7.55M 0.38%
104,898
+2,434
64
$7.16M 0.36%
116,040
-2,047
65
$7.05M 0.35%
96,240
+23,280
66
$6.94M 0.35%
31,614
+1,063
67
$6.8M 0.34%
41,167
-782
68
$6.62M 0.33%
19,571
+227
69
$6.55M 0.33%
108,637
+30,094
70
$6.47M 0.32%
74,762
+9,773
71
$6.39M 0.32%
23,002
+1,549
72
$6.16M 0.31%
22,213
+5,940
73
$6.16M 0.31%
179,384
+9,624
74
$6.06M 0.3%
79,487
-6,689
75
$6.05M 0.3%
43,518
-1,437
1 2
3
4 5