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
1251
$45K ﹤0.01%
789
-2,729
1252
$45K ﹤0.01%
2,605
-165
1253
$45K ﹤0.01%
+2,242
1254
$45K ﹤0.01%
1,353
-625
1255
$45K ﹤0.01%
162
+7
1256
$44K ﹤0.01%
1,299
+2
1257
$44K ﹤0.01%
548
1258
$44K ﹤0.01%
2,969
-1,052
1259
$44K ﹤0.01%
402
+85
1260
$43K ﹤0.01%
572
-19
1261
$43K ﹤0.01%
493
-901
1262
$43K ﹤0.01%
1,644
+67
1263
$43K ﹤0.01%
1,107
1264
$43K ﹤0.01%
+927
1265
$43K ﹤0.01%
3,014
+36
1266
$43K ﹤0.01%
2,280
1267
$43K ﹤0.01%
+2,950
1268
$43K ﹤0.01%
908
+255
1269
$42K ﹤0.01%
5,538
-6,951
1270
$42K ﹤0.01%
1,924
+3
1271
$42K ﹤0.01%
641
+117
1272
$42K ﹤0.01%
1,281
-884
1273
$42K ﹤0.01%
775
1274
$42K ﹤0.01%
1,131
1275
$42K ﹤0.01%
41
+12
49 50
51
52 53