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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
951
$223K 0.01%
7,313
-1,349
952
$223K 0.01%
+4,922
953
$223K 0.01%
959
-87
954
$222K 0.01%
+1,174
955
$221K 0.01%
+10,224
956
$221K 0.01%
4,856
-36
957
$221K 0.01%
3,703
+115
958
$221K 0.01%
5,444
+31
959
$220K 0.01%
9,821
960
$220K 0.01%
14,778
-29
961
$220K 0.01%
167
+24
962
$220K 0.01%
+661
963
$220K 0.01%
8,758
-215
964
$220K 0.01%
1,816
+44
965
$220K 0.01%
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966
$219K 0.01%
3,664
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967
$218K 0.01%
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968
$218K 0.01%
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969
$217K 0.01%
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970
$217K 0.01%
4,296
-239
971
$217K 0.01%
1,449
-2,977
972
$217K 0.01%
45,311
+544
973
$216K 0.01%
+1,283
974
$216K 0.01%
+4,718
975
$216K 0.01%
+2,488
37 38
39
40 41