SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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 0-1 Year 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
1226
$47K ﹤0.01%
+687
1227
$47K ﹤0.01%
727
+51
1228
$47K ﹤0.01%
851
+273
1229
$47K ﹤0.01%
62
+17
1230
$47K ﹤0.01%
1,045
1231
$47K ﹤0.01%
1,593
+381
1232
$47K ﹤0.01%
220
+170
1233
$47K ﹤0.01%
736
+220
1234
$47K ﹤0.01%
1,175
1235
$47K ﹤0.01%
1,925
-1,162
1236
$47K ﹤0.01%
566
-800
1237
$47K ﹤0.01%
+12,000
1238
$46K ﹤0.01%
2,407
-10,219
1239
$46K ﹤0.01%
7,620
-1,208
1240
$46K ﹤0.01%
532
+18
1241
$46K ﹤0.01%
1,571
+9
1242
$46K ﹤0.01%
371
-62
1243
$46K ﹤0.01%
1,549
+9
1244
$46K ﹤0.01%
925
+1
1245
$46K ﹤0.01%
+2,911
1246
$46K ﹤0.01%
356
1247
$46K ﹤0.01%
+2,746
1248
$46K ﹤0.01%
4,288
+8
1249
$46K ﹤0.01%
3,085
-1,490
1250
$45K ﹤0.01%
+4,400
48 49
50
51 52