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
1351
$56K ﹤0.01%
3,088
+1,360
1352
$55K ﹤0.01%
3,726
+776
1353
$55K ﹤0.01%
2,066
+155
1354
$55K ﹤0.01%
638
1355
$55K ﹤0.01%
404
+64
1356
$55K ﹤0.01%
371
+67
1357
$54K ﹤0.01%
2,059
-2,598
1358
$54K ﹤0.01%
1,527
+458
1359
$54K ﹤0.01%
+2,565
1360
$54K ﹤0.01%
1,045
1361
$54K ﹤0.01%
941
+825
1362
$54K ﹤0.01%
1,863
+1,542
1363
$54K ﹤0.01%
+2,285
1364
$53K ﹤0.01%
12,000
1365
$53K ﹤0.01%
165
+3
1366
$53K ﹤0.01%
987
1367
$53K ﹤0.01%
2,716
+2,421
1368
$53K ﹤0.01%
244
1369
$53K ﹤0.01%
1,131
1370
$53K ﹤0.01%
1,577
1371
$53K ﹤0.01%
7,643
+23
1372
$52K ﹤0.01%
912
+4
1373
$52K ﹤0.01%
1,668
+770
1374
$52K ﹤0.01%
227
+38
1375
$52K ﹤0.01%
775
53 54
55
56 57