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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
+1.42%
1 Year Est. Return
+22.62%
3 Year Est. Return
+67.73%
5 Year Est. Return
+82.15%
10 Year Est. Return
–
AUM
$1.21B
AUM Growth
–
Cap. Flow
+$1.2B
Cap. Flow %
99.56%
Top 10 Hldgs %
18.3%
Holding
2,529
New
2,499
Increased
–
Reduced
–
Closed
–

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$32.8M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$32.7M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIV icon
1301
Telefônica Brasil
VIV
$22.4B
$19K ﹤0.01%
+1,420
New +$18.9K
WAB icon
1302
Wabtec
WAB
$44.5B
$19K ﹤0.01%
+266
New +$18.9K
IAA
1303
DELISTED
IAA, Inc. Common Stock
IAA
$19K ﹤0.01%
+444
New +$20K
FMO
1304
DELISTED
Fiduciary/Claymore Energy Infrastructure Fund
FMO
$19K ﹤0.01%
+431
New +$20.1K
AMBA icon
1305
Ambarella
AMBA
$3.2B
$18K ﹤0.01%
+293
New +$15.2K
APA icon
1306
APA Corp
APA
$12.2B
$18K ﹤0.01%
+720
New +$17.3K
BLD
1307
DELISTED
TopBuild
BLD
$18K ﹤0.01%
+187
New +$16.5K
BRO icon
1308
Brown & Brown
BRO
$23.2B
$18K ﹤0.01%
+508
New +$18.2K
COO icon
1309
Cooper Companies
COO
$13.4B
$18K ﹤0.01%
+244
New +$19.7K
EZM icon
1310
WisdomTree US MidCap Fund
EZM
$928M
$18K ﹤0.01%
+450
New +$17.6K
FOXA icon
1311
Fox Class A
FOXA
$23B
$18K ﹤0.01%
+565
New +$19.6K
FXG icon
1312
First Trust Consumer Staples AlphaDEX Fund
FXG
$228M
$18K ﹤0.01%
+377
New +$17.7K
GLDI icon
1313
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$31.3M
$18K ﹤0.01%
+100
New +$18.3K
LKFT
1314
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.93B
$18K ﹤0.01%
+115
New +$18.8K
GLU
1315
Gabelli Utility & Income Trust
GLU
$117M
$18K ﹤0.01%
+990
New +$18.1K
GMED icon
1316
Globus Medical
GMED
$10.3B
$18K ﹤0.01%
+356
New +$17K
IIPR icon
1317
Innovative Industrial Properties
IIPR
$1.85B
$18K ﹤0.01%
+200
New +$21.1K
INDY icon
1318
iShares S&P India Nifty 50 Index Fund
INDY
$551M
$18K ﹤0.01%
+500
New +$18K
IWX icon
1319
iShares Russell Top 200 Value ETF
IWX
$3.82B
$18K ﹤0.01%
+336
New +$18.2K
MCHI icon
1320
iShares MSCI China ETF
MCHI
$6.08B
$18K ﹤0.01%
+312
New +$18K
PAGS icon
1321
PagSeguro Digital
PAGS
$2.59B
$18K ﹤0.01%
+398
New +$18.5K
PDBC icon
1322
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.56B
$18K ﹤0.01%
+1,158
New +$18.4K
PHO icon
1323
Invesco Water Resources ETF
PHO
$1.98B
$18K ﹤0.01%
+500
New +$18K
VLUE icon
1324
iShares MSCI USA Value Factor ETF
VLUE
$9.9B
$18K ﹤0.01%
+224
New +$18.2K
QHY
1325
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$18K ﹤0.01%
+355
New +$18.2K
51 52
53
54 55

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