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
$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
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 9.64%
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
1301
$66K ﹤0.01%
639
+107
1302
$66K ﹤0.01%
1,141
+8
1303
$66K ﹤0.01%
608
-8
1304
$65K ﹤0.01%
899
+671
1305
$65K ﹤0.01%
2,563
1306
$65K ﹤0.01%
91
+29
1307
$65K ﹤0.01%
2,172
+99
1308
$64K ﹤0.01%
3,837
-1,701
1309
$63K ﹤0.01%
2,025
+9
1310
$63K ﹤0.01%
413
1311
$63K ﹤0.01%
3,250
+645
1312
$63K ﹤0.01%
+850
1313
$63K ﹤0.01%
1,000
1314
$62K ﹤0.01%
434
-608
1315
$62K ﹤0.01%
951
-62
1316
$62K ﹤0.01%
327
+153
1317
$62K ﹤0.01%
214
-138
1318
$62K ﹤0.01%
+288
1319
$61K ﹤0.01%
1,851
-55
1320
$61K ﹤0.01%
960
+520
1321
$61K ﹤0.01%
+15
1322
$61K ﹤0.01%
15,570
+5,828
1323
$61K ﹤0.01%
1,437
-145
1324
$61K ﹤0.01%
705
+42
1325
$61K ﹤0.01%
440
+65
51 52
53
54 55