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
$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 Short 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
1276
$41K ﹤0.01%
335
-208
1277
$41K ﹤0.01%
2,030
-81,987
1278
$41K ﹤0.01%
492
+120
1279
$41K ﹤0.01%
868
1280
$41K ﹤0.01%
1,003
+7
1281
$41K ﹤0.01%
793
1282
$41K ﹤0.01%
115
+91
1283
$40K ﹤0.01%
109
+20
1284
$40K ﹤0.01%
3,553
+127
1285
$40K ﹤0.01%
267
-102
1286
$40K ﹤0.01%
4,681
-902
1287
$40K ﹤0.01%
1,523
+7
1288
$40K ﹤0.01%
1,816
1289
$39K ﹤0.01%
173
+56
1290
$39K ﹤0.01%
1,664
+1
1291
$39K ﹤0.01%
7,873
+156
1292
$39K ﹤0.01%
1,326
+7
1293
$39K ﹤0.01%
189
-19
1294
$39K ﹤0.01%
612
+69
1295
$39K ﹤0.01%
987
-85
1296
$39K ﹤0.01%
+4,164
1297
$39K ﹤0.01%
536
-2,798
1298
$38K ﹤0.01%
340
-34
1299
$38K ﹤0.01%
699
+633
1300
$38K ﹤0.01%
353
-11
50 51
52
53 54