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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
851
$272K 0.01%
4,035
-489
852
$271K 0.01%
+2,753
853
$271K 0.01%
2,240
-23
854
$271K 0.01%
11,637
-423
855
$270K 0.01%
10,555
+40
856
$269K 0.01%
18,182
857
$269K 0.01%
1,606
-852
858
$267K 0.01%
1,606
+263
859
$267K 0.01%
+54,667
860
$267K 0.01%
5,094
+21
861
$267K 0.01%
731
-82
862
$265K 0.01%
13,647
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863
$265K 0.01%
6,477
+1,811
864
$264K 0.01%
5,630
-456
865
$264K 0.01%
2,153
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866
$263K 0.01%
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867
$263K 0.01%
25,472
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868
$260K 0.01%
6,229
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869
$260K 0.01%
5,308
+238
870
$259K 0.01%
1,464
871
$259K 0.01%
+5,404
872
$259K 0.01%
+29,686
873
$259K 0.01%
1,777
-1,039
874
$259K 0.01%
2,077
-58
875
$258K 0.01%
2,417
+54
33 34
35
36 37