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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
801
$307K 0.01%
1,399
+127
802
$307K 0.01%
1,466
-100
803
$307K 0.01%
1,182
-84
804
$306K 0.01%
2,101
-798
805
$306K 0.01%
1,216
-352
806
$305K 0.01%
16,122
+9
807
$304K 0.01%
2,398
+124
808
$301K 0.01%
1,445
+153
809
$300K 0.01%
1,674
+45
810
$299K 0.01%
2,330
811
$298K 0.01%
654
+38
812
$298K 0.01%
4,838
+5
813
$298K 0.01%
1,891
-106
814
$298K 0.01%
3,918
+2
815
$298K 0.01%
18,679
+4,858
816
$297K 0.01%
6,422
-209
817
$297K 0.01%
4,710
-2,804
818
$295K 0.01%
25,421
+171
819
$292K 0.01%
2,839
+218
820
$292K 0.01%
2,689
821
$290K 0.01%
1,359
-1,215
822
$290K 0.01%
20,059
+9,660
823
$289K 0.01%
+6,889
824
$287K 0.01%
6,233
-135
825
$287K 0.01%
4,046
+8
31 32
33
34 35