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
1351
$33K ﹤0.01%
3,142
+40
1352
$33K ﹤0.01%
4,000
+2,300
1353
$33K ﹤0.01%
+2,289
1354
$32K ﹤0.01%
719
-117
1355
$32K ﹤0.01%
2,832
-1,954
1356
$32K ﹤0.01%
1,060
1357
$32K ﹤0.01%
1,811
+1,459
1358
$32K ﹤0.01%
317
+221
1359
$32K ﹤0.01%
137
-229
1360
$32K ﹤0.01%
724
+2
1361
$32K ﹤0.01%
2,641
+41
1362
$32K ﹤0.01%
92
-403
1363
$32K ﹤0.01%
935
+926
1364
$32K ﹤0.01%
512
1365
$31K ﹤0.01%
412
1366
$31K ﹤0.01%
215
1367
$31K ﹤0.01%
448
-42
1368
$31K ﹤0.01%
1,479
-8
1369
$31K ﹤0.01%
999
+693
1370
$31K ﹤0.01%
374
-108
1371
$31K ﹤0.01%
+394
1372
$31K ﹤0.01%
306
+86
1373
$30K ﹤0.01%
724
-500
1374
$30K ﹤0.01%
1,119
-339
1375
$30K ﹤0.01%
447
53 54
55
56 57