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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
876
$257K 0.01%
+2,604
877
$257K 0.01%
2,590
-178
878
$256K 0.01%
3,514
-188
879
$256K 0.01%
5,752
+464
880
$255K 0.01%
512
-156
881
$255K 0.01%
1,551
+126
882
$255K 0.01%
+103,685
883
$255K 0.01%
2,841
+3
884
$254K 0.01%
3,317
-529
885
$254K 0.01%
7,037
886
$253K 0.01%
1,946
+398
887
$253K 0.01%
2,783
-4,184
888
$252K 0.01%
5,820
+35
889
$252K 0.01%
+394
890
$252K 0.01%
25,000
891
$251K 0.01%
3,036
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892
$251K 0.01%
2,347
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893
$249K 0.01%
6,200
894
$249K 0.01%
2,545
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895
$249K 0.01%
1,202
-175
896
$248K 0.01%
4,058
-1,072
897
$248K 0.01%
+3,697
898
$248K 0.01%
6,536
-90
899
$248K 0.01%
9,599
900
$247K 0.01%
14,783
-3,916
34 35
36
37 38