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
$2B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,859
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$10.9M
3
+$9.11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.88M
5
ZSL icon
ProShares UltraShort Silver
ZSL
+$8.57M

Top Sells

1
+$20.5M
2
+$14.7M
3
+$13.7M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$12.5M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.06M

Sector Composition

1 Technology 9.93%
2 Healthcare 5.35%
3 Consumer Staples 5.06%
4 Financials 4.89%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$64K ﹤0.01%
1,969
+1,830
1127
$64K ﹤0.01%
5,392
+1,240
1128
$64K ﹤0.01%
2,319
-1,391
1129
$64K ﹤0.01%
3,766
-2,600
1130
$64K ﹤0.01%
2,988
-884
1131
$63K ﹤0.01%
1,102
-56
1132
$63K ﹤0.01%
795
1133
$63K ﹤0.01%
3,263
+231
1134
$63K ﹤0.01%
2,000
1135
$63K ﹤0.01%
2,966
-881
1136
$62K ﹤0.01%
2,262
+1,255
1137
$62K ﹤0.01%
293
-195
1138
$62K ﹤0.01%
1,000
1139
$62K ﹤0.01%
1,608
+303
1140
$62K ﹤0.01%
4,255
1141
$61K ﹤0.01%
2,337
+450
1142
$61K ﹤0.01%
1,510
+1,392
1143
$61K ﹤0.01%
1,570
1144
$61K ﹤0.01%
+1,102
1145
$61K ﹤0.01%
390
-173
1146
$60K ﹤0.01%
1,026
+10
1147
$60K ﹤0.01%
663
-435
1148
$60K ﹤0.01%
630
-2,002
1149
$60K ﹤0.01%
2,452
-286
1150
$60K ﹤0.01%
77
+13
44 45
46
47 48