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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
1001
$202K 0.01%
+867
1002
$202K 0.01%
+1,528
1003
$202K 0.01%
+673
1004
$201K 0.01%
1,322
-333
1005
$201K 0.01%
2,237
+29
1006
$200K 0.01%
+1,071
1007
$199K 0.01%
18,363
+1,318
1008
$198K 0.01%
12,353
-600
1009
$192K 0.01%
70,216
-955
1010
$189K 0.01%
10,900
1011
$173K 0.01%
44,643
-6,313
1012
$171K 0.01%
14,043
+365
1013
$163K 0.01%
33,231
1014
$162K 0.01%
14,444
-1,913
1015
$156K 0.01%
12,684
+206
1016
$156K 0.01%
36,802
-25,529
1017
$155K 0.01%
17,121
+379
1018
$154K 0.01%
13,600
+268
1019
$151K 0.01%
12,807
1020
$151K 0.01%
16,966
1021
$151K 0.01%
23,673
-940
1022
$151K 0.01%
15,300
1023
$151K 0.01%
10,838
+424
1024
$150K 0.01%
13,924
-127
1025
$149K 0.01%
15,649
-7,773
39 40
41
42 43