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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
976
$215K 0.01%
11,582
-1,541
977
$215K 0.01%
3,078
+719
978
$214K 0.01%
6,693
-6,359
979
$213K 0.01%
6,950
+20
980
$213K 0.01%
1,918
-5,264
981
$212K 0.01%
674
-262
982
$212K 0.01%
+1,694
983
$212K 0.01%
+2,842
984
$210K 0.01%
9,114
+6
985
$210K 0.01%
+10,187
986
$210K 0.01%
+4,715
987
$209K 0.01%
8,743
-377
988
$209K 0.01%
+407
989
$209K 0.01%
+7,645
990
$209K 0.01%
+6,036
991
$208K 0.01%
+2,980
992
$208K 0.01%
+4,940
993
$207K 0.01%
+1,496
994
$207K 0.01%
+3,534
995
$207K 0.01%
3,242
+1
996
$206K 0.01%
7,477
997
$206K 0.01%
10,170
+170
998
$205K 0.01%
+2,604
999
$205K 0.01%
19,311
-1,100
1000
$202K 0.01%
+5,037
38 39
40
41 42