SFS
Sowell Financial Services Portfolio holdings
AUM
$2.61B
1-Year Est. Return
21.25%
1 Year Est. Return
+21.25%
AUM
$2.2B
AUM Growth
+$296M
(+16%)
Holding
1,041
Top Buys
| 1 | +$19.2M | |
| 2 | +$8M | |
| 3 | +$7.93M | |
| 4 |
Panagram BBB-B CLO ETF
CLOZ
|
+$7.84M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$7.34M |
Top Sells
| 1 | +$14M | |
| 2 | +$7.96M | |
| 3 | +$7.12M | |
| 4 |
NVIDIA
NVDA
|
+$6.89M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$5.49M |
Sector Composition
| 1 | Technology | 13.48% |
| 2 | Financials | 7.57% |
| 3 | Consumer Discretionary | 5.17% |
| 4 | Consumer Staples | 4.56% |
| 5 | Healthcare | 4.43% |