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
1201
$50K ﹤0.01%
244
+82
1202
$49K ﹤0.01%
1,208
1203
$49K ﹤0.01%
875
+2
1204
$49K ﹤0.01%
2,315
-17,534
1205
$49K ﹤0.01%
1,854
1206
$49K ﹤0.01%
2,780
-10
1207
$49K ﹤0.01%
2,868
-1,258
1208
$49K ﹤0.01%
1,244
+60
1209
$49K ﹤0.01%
1,577
1210
$49K ﹤0.01%
638
-8
1211
$49K ﹤0.01%
7,063
-1,066
1212
$49K ﹤0.01%
249
-104
1213
$49K ﹤0.01%
7,030
+1,092
1214
$48K ﹤0.01%
875
+289
1215
$48K ﹤0.01%
864
+234
1216
$48K ﹤0.01%
669
+470
1217
$48K ﹤0.01%
1,294
+33
1218
$48K ﹤0.01%
1,145
+465
1219
$48K ﹤0.01%
571
1220
$48K ﹤0.01%
1,911
+8
1221
$48K ﹤0.01%
616
+158
1222
$48K ﹤0.01%
2,300
+1,000
1223
$48K ﹤0.01%
243
-3
1224
$48K ﹤0.01%
2,003
-1,200
1225
$47K ﹤0.01%
524
-4
47 48
49
50 51