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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
926
$233K 0.01%
4,091
-176
927
$233K 0.01%
3,327
+76
928
$233K 0.01%
+5,318
929
$233K 0.01%
23,200
930
$233K 0.01%
+2,455
931
$232K 0.01%
+2,314
932
$232K 0.01%
+6,186
933
$231K 0.01%
2,089
+85
934
$231K 0.01%
14,658
+2,697
935
$231K 0.01%
+3,558
936
$230K 0.01%
2,203
-1
937
$230K 0.01%
11,910
+1,067
938
$230K 0.01%
4,394
+19
939
$229K 0.01%
5,150
-1,092
940
$229K 0.01%
2,824
-558
941
$229K 0.01%
+2,993
942
$228K 0.01%
20,000
943
$227K 0.01%
2,676
+65
944
$227K 0.01%
+754
945
$225K 0.01%
885
-24
946
$224K 0.01%
11,492
-42
947
$224K 0.01%
19,953
-68,592
948
$224K 0.01%
1,535
-690
949
$224K 0.01%
3,290
+16
950
$223K 0.01%
1,254
-91
36 37
38
39 40