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
$1.54B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$28.9M
3
+$19.9M
4
SLV icon
iShares Silver Trust
SLV
+$17.5M
5
AMZN icon
Amazon
AMZN
+$17.4M

Top Sells

1
+$14.1M
2
+$5.92M
3
+$5.48M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$5.12M
5
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.63M

Sector Composition

1 Consumer Staples 8.47%
2 Technology 8.2%
3 Financials 6.2%
4 Healthcare 5.36%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.41M 0.42%
89,287
+17,714
52
$6.36M 0.41%
67,230
+32,705
53
$6.3M 0.41%
151,460
+15,856
54
$6.29M 0.41%
34,245
+12,740
55
$6.28M 0.41%
152,018
+27,554
56
$6.12M 0.4%
+13,414
57
$6.01M 0.39%
58,642
-2,018
58
$6M 0.39%
17,240
+286
59
$5.9M 0.38%
22,397
+2,068
60
$5.88M 0.38%
79,058
+1,823
61
$5.8M 0.38%
27,908
+3,810
62
$5.57M 0.36%
17,623
+7,525
63
$5.55M 0.36%
118,732
+37,379
64
$5.52M 0.36%
65,859
+3,829
65
$5.5M 0.36%
58,989
+3,530
66
$5.47M 0.35%
192,102
-10,849
67
$5.37M 0.35%
452,577
+99,188
68
$5.34M 0.35%
131,228
+5,872
69
$5.26M 0.34%
112,802
+5,102
70
$5.13M 0.33%
+55,198
71
$5.07M 0.33%
40,775
-7,408
72
$5.05M 0.33%
47,927
+34,703
73
$4.98M 0.32%
110,667
+27,847
74
$4.97M 0.32%
45,198
+7,148
75
$4.93M 0.32%
68,163
+3,141
1 2
3
4 5