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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
901
$247K 0.01%
5,243
+514
902
$246K 0.01%
6,313
+1,938
903
$245K 0.01%
3,626
-3,398
904
$244K 0.01%
+1,740
905
$242K 0.01%
4,408
-10
906
$242K 0.01%
5,875
+458
907
$241K 0.01%
15,669
908
$240K 0.01%
513
+127
909
$239K 0.01%
+2,672
910
$239K 0.01%
+1,074
911
$239K 0.01%
1,043
-200
912
$239K 0.01%
9,793
+889
913
$239K 0.01%
6,764
-354
914
$237K 0.01%
9,572
+53
915
$237K 0.01%
+10,609
916
$237K 0.01%
5,676
-1,284
917
$237K 0.01%
1,864
+113
918
$237K 0.01%
4,150
+304
919
$236K 0.01%
5,923
-184
920
$236K 0.01%
3,221
-17
921
$236K 0.01%
1,762
922
$235K 0.01%
1,467
-52
923
$234K 0.01%
2,712
-2,888
924
$234K 0.01%
416
-167
925
$234K 0.01%
+3,726
35 36
37
38 39