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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
776
$332K 0.01%
22,248
-652
777
$331K 0.01%
4,130
+5
778
$330K 0.01%
3,540
+325
779
$329K 0.01%
2,779
-87
780
$326K 0.01%
354
-16
781
$324K 0.01%
1,733
+128
782
$324K 0.01%
2,128
+12
783
$324K 0.01%
3,136
-14
784
$323K 0.01%
6,375
+65
785
$322K 0.01%
+2,344
786
$321K 0.01%
5,608
+284
787
$320K 0.01%
2,200
+10
788
$319K 0.01%
1,230
-195
789
$319K 0.01%
12,810
-938
790
$316K 0.01%
+211
791
$316K 0.01%
16,469
+108
792
$316K 0.01%
2,871
+51
793
$316K 0.01%
556
+6
794
$315K 0.01%
6,605
+50
795
$315K 0.01%
11,572
+1,248
796
$314K 0.01%
1,027
-5
797
$312K 0.01%
16,708
-2,774
798
$311K 0.01%
3,050
-168
799
$310K 0.01%
25,209
+500
800
$309K 0.01%
15,151
+225
30 31
32
33 34