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
1276
$71K ﹤0.01%
2,525
+1,125
1277
$71K ﹤0.01%
140
+37
1278
$71K ﹤0.01%
1,639
1279
$71K ﹤0.01%
8,428
-1,500
1280
$70K ﹤0.01%
734
+62
1281
$70K ﹤0.01%
760
+110
1282
$70K ﹤0.01%
+2,449
1283
$70K ﹤0.01%
10,335
+1,000
1284
$69K ﹤0.01%
1,969
1285
$69K ﹤0.01%
572
-58
1286
$69K ﹤0.01%
409
+19
1287
$69K ﹤0.01%
991
+298
1288
$69K ﹤0.01%
3,060
1289
$69K ﹤0.01%
4,255
1290
$68K ﹤0.01%
+3,000
1291
$68K ﹤0.01%
599
+565
1292
$68K ﹤0.01%
+757
1293
$68K ﹤0.01%
1,493
1294
$67K ﹤0.01%
690
-4,630
1295
$67K ﹤0.01%
1,242
1296
$67K ﹤0.01%
401
+52
1297
$67K ﹤0.01%
596
+110
1298
$66K ﹤0.01%
1,182
1299
$66K ﹤0.01%
639
+107
1300
$66K ﹤0.01%
1,141
+8
50 51
52
53 54