SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$28.9M
3
+$19.9M
4
SLV icon
iShares Silver Trust
SLV
+$17.5M
5
AMZN icon
Amazon
AMZN
+$17.4M

Top Sells

1
+$14.1M
2
+$5.92M
3
+$5.48M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$5.12M
5
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.63M

Sector Composition

1 Consumer Staples 8.47%
2 Technology 8.2%
3 Financials 6.2%
4 Healthcare 5.36%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.91M 0.32%
28,161
-2,014
77
$4.85M 0.31%
55,819
+8,496
78
$4.77M 0.31%
31,478
+6,473
79
$4.77M 0.31%
114,779
+38,444
80
$4.75M 0.31%
139,055
+79,684
81
$4.68M 0.3%
+463,212
82
$4.64M 0.3%
+17,651
83
$4.62M 0.3%
74,986
-85
84
$4.62M 0.3%
32,770
+14,455
85
$4.55M 0.29%
25,030
+5,519
86
$4.49M 0.29%
22,514
-905
87
$4.4M 0.29%
70,730
+11,715
88
$4.34M 0.28%
+26,187
89
$4.34M 0.28%
+121,743
90
$4.33M 0.28%
43,135
+4,587
91
$4.32M 0.28%
91,133
-5,080
92
$4.3M 0.28%
+47,812
93
$4.28M 0.28%
149,325
+108,671
94
$4.26M 0.28%
46,708
+1,407
95
$4.25M 0.28%
+84,448
96
$4.22M 0.27%
105,687
+37,999
97
$4.18M 0.27%
82,881
+8,313
98
$4.17M 0.27%
120,676
+23,272
99
$4.17M 0.27%
39,516
+23,346
100
$4.16M 0.27%
179,188
+21,175
2 3
4
5 6