SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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 0-1 Year 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
801
$163K 0.01%
2,773
-145
802
$163K 0.01%
4,002
+250
803
$163K 0.01%
2,520
+445
804
$162K 0.01%
5,461
-8,138
805
$162K 0.01%
+5,000
806
$162K 0.01%
2,497
-884
807
$161K 0.01%
2,728
+142
808
$161K 0.01%
1,468
+84
809
$161K 0.01%
14,069
+1,997
810
$160K 0.01%
4,033
-398
811
$160K 0.01%
1,207
-23
812
$159K 0.01%
669
-313
813
$158K 0.01%
9,000
814
$157K 0.01%
11,732
+2,492
815
$157K 0.01%
10,618
+1,304
816
$156K 0.01%
978
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817
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-111
818
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5,509
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819
$155K 0.01%
5,154
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820
$154K 0.01%
1,549
-67
821
$154K 0.01%
10,023
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822
$153K 0.01%
4,582
+3,673
823
$152K 0.01%
739
+6
824
$152K 0.01%
1,174
+364
825
$152K 0.01%
6,942
-30,449
31 32
33
34 35