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
$2.34B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,986
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$11.1M
3
+$11M
4
GXC icon
SPDR S&P China ETF
GXC
+$8.59M
5
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$8.34M

Top Sells

1
+$15.6M
2
+$8.57M
3
+$7.63M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.06M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.59M

Sector Composition

1 Technology 9.64%
2 Financials 5.56%
3 Consumer Staples 5.27%
4 Healthcare 4.92%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$81K ﹤0.01%
153
-16
1227
$81K ﹤0.01%
1,544
+676
1228
$81K ﹤0.01%
4,264
+8
1229
$81K ﹤0.01%
6,101
+470
1230
$81K ﹤0.01%
291
+71
1231
$81K ﹤0.01%
826
-152
1232
$81K ﹤0.01%
81
-34
1233
$80K ﹤0.01%
2,460
+1,492
1234
$80K ﹤0.01%
4,623
-522
1235
$80K ﹤0.01%
930
-184
1236
$80K ﹤0.01%
1,506
1237
$80K ﹤0.01%
+2,000
1238
$80K ﹤0.01%
2,590
+1,164
1239
$80K ﹤0.01%
+7,202
1240
$80K ﹤0.01%
1,146
+305
1241
$79K ﹤0.01%
2,703
+5
1242
$79K ﹤0.01%
1,034
+8
1243
$79K ﹤0.01%
2,664
+2,507
1244
$79K ﹤0.01%
2,365
-768
1245
$78K ﹤0.01%
1,218
+37
1246
$78K ﹤0.01%
1,828
1247
$78K ﹤0.01%
444
+321
1248
$78K ﹤0.01%
3,315
+40
1249
$78K ﹤0.01%
1,306
+1,256
1250
$77K ﹤0.01%
6,553
48 49
50
51 52