We are live on ! Find out more
SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
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
1126
– –
-23,892
1127
– –
-4,609
1128
– –
-1,742
1129
– –
-872
1130
– –
-7,540
1131
– –
-1,722
1132
– –
-96,518
1133
– –
-13,463
1134
– –
-4,310
1135
– –
-13,611
1136
– –
-37,142
1137
– –
-21,396
1138
– –
-2,355
1139
– –
-10,510
1140
– –
-1,157
1141
– –
-13,449
1142
– –
-7,795
42 43 44 45
46