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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
$2.7B
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
GOVI icon
751
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.23B
$375K 0.01%
13,731
-5,673
BWLP icon
752
BW LPG
BWLP
$2.99B
$372K 0.01%
21,400
SPOT icon
753
Spotify
SPOT
$98.7B
$371K 0.01%
765
+42
SHW icon
754
Sherwin-Williams
SHW
$82.4B
$370K 0.01%
1,155
+98
AMP icon
755
Ameriprise Financial
AMP
$45.6B
$370K 0.01%
833
-323
INSM icon
756
Insmed
INSM
$25.1B
$370K 0.01%
2,260
+229
EWX icon
757
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$731M
$368K 0.01%
5,571
-75
CHKP icon
758
Check Point Software Technologies
CHKP
$13.7B
$368K 0.01%
2,573
+1,285
XHLF icon
759
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.89B
$367K 0.01%
7,299
-402
ECL icon
760
Ecolab
ECL
$77.2B
$366K 0.01%
1,378
-1,702
DJAN icon
761
FT Vest US Equity Deep Buffer ETF January
DJAN
$475M
$366K 0.01%
8,615
-198
MTSI icon
762
MACOM Technology Solutions
MTSI
$23.5B
$363K 0.01%
1,636
-332
FN icon
763
Fabrinet
FN
$16.9B
$360K 0.01%
691
-34
VEEV icon
764
Veeva Systems
VEEV
$30.9B
$360K 0.01%
2,051
+191
ON icon
765
ON Semiconductor
ON
$37.3B
$359K 0.01%
5,797
-24
HAL icon
766
Halliburton
HAL
$28.7B
$359K 0.01%
9,204
+1,220
IDEV icon
767
iShares Core MSCI International Developed Markets ETF
IDEV
$30.9B
$359K 0.01%
4,290
+96
CBOE icon
768
Cboe Global Markets
CBOE
$28.1B
$357K 0.01%
1,271
+57
RITM icon
769
Rithm Capital
RITM
$5.13B
$356K 0.01%
37,549
-174
TW icon
770
Tradeweb Markets
TW
$20.8B
$355K 0.01%
3,013
+1,122
PFO
771
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$120M
$353K 0.01%
39,073
SMFG icon
772
Sumitomo Mitsui Financial
SMFG
$164B
$353K 0.01%
17,873
+437
NUE icon
773
Nucor
NUE
$51.8B
$353K 0.01%
2,085
+25
BR icon
774
Broadridge
BR
$17.1B
$353K 0.01%
2,170
-264
FOCT icon
775
FT Vest US Equity Buffer ETF October
FOCT
$1.16B
$351K 0.01%
7,361
-89
29 30
31
32 33