SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.88M
3
+$7.61M
4
PHYS icon
Sprott Physical Gold
PHYS
+$6.51M
5
META icon
Meta Platforms (Facebook)
META
+$6.16M

Top Sells

1
+$4.17M
2
+$3.88M
3
+$3.88M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.74M
5
TPL icon
Texas Pacific Land
TPL
+$2.92M

Sector Composition

1 Technology 14.92%
2 Financials 7.23%
3 Consumer Discretionary 5.14%
4 Communication Services 4.61%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$229K 0.01%
+2,816
902
$228K 0.01%
4,729
-1,183
903
$228K 0.01%
23,422
-20,878
904
$227K 0.01%
7,037
905
$227K 0.01%
6,107
+860
906
$227K 0.01%
14,222
+1,601
907
$226K 0.01%
+3,137
908
$225K 0.01%
+5,288
909
$225K 0.01%
+8,973
910
$225K 0.01%
6,000
+65
911
$224K 0.01%
8,904
+130
912
$224K 0.01%
23,200
913
$223K 0.01%
+3,037
914
$223K 0.01%
+1,655
915
$223K 0.01%
50,956
-1,807
916
$223K 0.01%
9,519
-202
917
$222K 0.01%
20,000
918
$222K 0.01%
3,474
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919
$221K 0.01%
1,936
+269
920
$220K 0.01%
3,588
-736
921
$220K 0.01%
775
+3
922
$220K 0.01%
+3,274
923
$219K 0.01%
4,892
-22
924
$217K 0.01%
143
-2
925
$217K 0.01%
9,120
-4,303
35 36
37
38 39