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
$1.54B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$28.9M
3
+$19.9M
4
SLV icon
iShares Silver Trust
SLV
+$17.5M
5
AMZN icon
Amazon
AMZN
+$17.4M

Top Sells

1
+$14.1M
2
+$5.92M
3
+$5.48M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$5.12M
5
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.63M

Sector Composition

1 Consumer Staples 8.47%
2 Technology 8.2%
3 Financials 6.2%
4 Healthcare 5.36%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.04M 0.26%
54,289
+1,409
102
$4.03M 0.26%
91,310
+24,222
103
$4.01M 0.26%
40,470
+20,425
104
$3.92M 0.25%
244,632
+151,779
105
$3.89M 0.25%
52,171
+30,042
106
$3.82M 0.25%
50,009
-3,033
107
$3.79M 0.25%
81,229
+24,661
108
$3.76M 0.24%
64,960
+44,944
109
$3.73M 0.24%
83,529
+2,353
110
$3.6M 0.23%
65,972
+21,516
111
$3.58M 0.23%
29,037
+3,915
112
$3.57M 0.23%
22,467
-186
113
$3.55M 0.23%
34,015
+12,423
114
$3.54M 0.23%
29,358
+15,017
115
$3.48M 0.23%
+14,513
116
$3.47M 0.22%
48,243
+17,944
117
$3.44M 0.22%
141,789
+87,859
118
$3.43M 0.22%
47,552
+28,367
119
$3.43M 0.22%
216,975
-15,502
120
$3.4M 0.22%
+70,280
121
$3.36M 0.22%
+15,767
122
$3.33M 0.22%
23,714
-923
123
$3.32M 0.22%
66,369
+10,139
124
$3.31M 0.21%
32,122
+1,270
125
$3.31M 0.21%
27,475
-497
3 4
5
6 7