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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
$2.7B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$6.3M
3
+$5M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$4.56M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$3.44M

Top Sells

1
+$24.3M
2
+$7.89M
3
+$7.49M
4
SLV icon
iShares Silver Trust
SLV
+$6.72M
5
PHYS icon
Sprott Physical Gold
PHYS
+$6.61M

Sector Composition

1 Technology 14.33%
2 Financials 6.69%
3 Consumer Discretionary 4.71%
4 Industrials 3.93%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEX icon
976
Kirby Corp
KEX
$7.69B
$223K 0.01%
+1,680
PRIM icon
977
Primoris Services
PRIM
$4.7B
$223K 0.01%
1,561
-285
SVM
978
Silvercorp Metals
SVM
$2.11B
$223K 0.01%
20,777
KG
979
Kestrel Group
KG
$80.2M
$223K 0.01%
20,660
-1
CF icon
980
CF Industries
CF
$18B
$223K 0.01%
+1,716
PDEC icon
981
Innovator US Equity Power Buffer ETF December
PDEC
$990M
$223K 0.01%
5,240
BIBL icon
982
Inspire 100 ETF
BIBL
$504M
$222K 0.01%
4,716
RXRX icon
983
Recursion Pharmaceuticals
RXRX
$1.89B
$222K 0.01%
72,408
+441
GOCT icon
984
FT Vest US Equity Moderate Buffer ETF October
GOCT
$299M
$222K 0.01%
5,754
OMC icon
985
Omnicom Group
OMC
$23.4B
$222K 0.01%
2,950
-438
OUNZ icon
986
VanEck Merk Gold Trust
OUNZ
$2.55B
$222K 0.01%
4,925
WRB icon
987
W.R. Berkley
WRB
$26.9B
$222K 0.01%
3,345
-55
ENTG icon
988
Entegris
ENTG
$22.1B
$221K 0.01%
+1,889
AVUV icon
989
Avantis US Small Cap Value ETF
AVUV
$28.9B
$221K 0.01%
+2,003
HYSA icon
990
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
$55.3M
$221K 0.01%
14,894
NWE icon
991
NorthWestern Energy
NWE
$4.47B
$221K 0.01%
3,344
-151
ABCB icon
992
Ameris Bancorp
ABCB
$6.08B
$220K 0.01%
2,825
-416
TDY icon
993
Teledyne Technologies
TDY
$29.4B
$220K 0.01%
+364
SPHY icon
994
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.2B
$220K 0.01%
9,441
+923
CRVS icon
995
Corvus Pharmaceuticals
CRVS
$1.32B
$219K 0.01%
15,000
-2,000
SCHP icon
996
Schwab US TIPS ETF
SCHP
$16.4B
$219K 0.01%
8,245
-542
ACIC icon
997
American Coastal Insurance
ACIC
$541M
$219K 0.01%
19,461
-539
CRS icon
998
Carpenter Technology
CRS
$28.7B
$219K 0.01%
555
-227
BSCS icon
999
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.52B
$218K 0.01%
10,695
+97
LFUS icon
1000
Littelfuse
LFUS
$10.5B
$218K 0.01%
+643
38 39
40
41 42