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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
826
$287K 0.01%
+3,409
827
$286K 0.01%
5,797
+129
828
$285K 0.01%
+1,711
829
$285K 0.01%
2,105
-6,461
830
$285K 0.01%
9,067
831
$284K 0.01%
2,231
-190
832
$284K 0.01%
810
-118
833
$283K 0.01%
4,161
+134
834
$283K 0.01%
2,826
-4
835
$281K 0.01%
5,907
-670
836
$281K 0.01%
2,617
-749
837
$280K 0.01%
1,146
+2
838
$279K 0.01%
6,467
-2,108
839
$277K 0.01%
1,673
+145
840
$275K 0.01%
3,247
-14
841
$275K 0.01%
7,423
-6
842
$275K 0.01%
5,174
-140
843
$275K 0.01%
13,048
+20
844
$275K 0.01%
3,436
+4
845
$274K 0.01%
1,368
+52
846
$274K 0.01%
1,119
+65
847
$274K 0.01%
5,901
-79
848
$274K 0.01%
20,525
+274
849
$274K 0.01%
8,273
-7,737
850
$272K 0.01%
1,447
-182
32 33
34
35 36