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
1176
$55K ﹤0.01%
841
+39
1177
$55K ﹤0.01%
2,417
-504
1178
$55K ﹤0.01%
9,928
+7,652
1179
$54K ﹤0.01%
2,064
+324
1180
$54K ﹤0.01%
1,013
-48
1181
$54K ﹤0.01%
2,440
+1,986
1182
$54K ﹤0.01%
2,750
+2,656
1183
$53K ﹤0.01%
+6,000
1184
$53K ﹤0.01%
636
+1
1185
$53K ﹤0.01%
693
-541
1186
$53K ﹤0.01%
413
-241
1187
$52K ﹤0.01%
1,599
-2,616
1188
$52K ﹤0.01%
1,708
-12
1189
$52K ﹤0.01%
1,050
-1,120
1190
$52K ﹤0.01%
638
-434
1191
$52K ﹤0.01%
998
+24
1192
$52K ﹤0.01%
3,058
+2,229
1193
$52K ﹤0.01%
1,906
+362
1194
$51K ﹤0.01%
3,254
+3,112
1195
$51K ﹤0.01%
1,106
-4,028
1196
$50K ﹤0.01%
3,299
+236
1197
$50K ﹤0.01%
+970
1198
$50K ﹤0.01%
984
1199
$50K ﹤0.01%
712
-382
1200
$50K ﹤0.01%
3,275
+1,965
46 47
48
49 50