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
$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
State Street 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 9.63%
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
1251
$77K ﹤0.01%
+2,559
1252
$77K ﹤0.01%
2,258
-375
1253
$77K ﹤0.01%
+278
1254
$77K ﹤0.01%
2,343
-132
1255
$77K ﹤0.01%
440
1256
$76K ﹤0.01%
303
+34
1257
$76K ﹤0.01%
427
+16
1258
$75K ﹤0.01%
1,358
+507
1259
$75K ﹤0.01%
1,863
+1,063
1260
$75K ﹤0.01%
80
+3
1261
$75K ﹤0.01%
6,771
+60
1262
$75K ﹤0.01%
6,530
1263
$75K ﹤0.01%
451
+13
1264
$74K ﹤0.01%
1,733
-255
1265
$74K ﹤0.01%
1,978
-162
1266
$74K ﹤0.01%
1,002
+207
1267
$74K ﹤0.01%
2,768
+226
1268
$73K ﹤0.01%
1,708
-2,692
1269
$73K ﹤0.01%
3,290
-3,563
1270
$73K ﹤0.01%
856
-70
1271
$72K ﹤0.01%
682
+70
1272
$72K ﹤0.01%
557
+251
1273
$71K ﹤0.01%
3,937
+236
1274
$71K ﹤0.01%
1,570
1275
$71K ﹤0.01%
2,750
49 50
51
52 53