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
1376
$52K ﹤0.01%
232
-240
1377
$52K ﹤0.01%
847
-1,595
1378
$52K ﹤0.01%
1,080
+93
1379
$52K ﹤0.01%
1,122
-5,948
1380
$52K ﹤0.01%
1,284
-15
1381
$52K ﹤0.01%
834
+821
1382
$52K ﹤0.01%
724
1383
$51K ﹤0.01%
4,210
+1,430
1384
$51K ﹤0.01%
984
1385
$51K ﹤0.01%
548
1386
$51K ﹤0.01%
220
+60
1387
$51K ﹤0.01%
323
+186
1388
$51K ﹤0.01%
1,175
+1,140
1389
$51K ﹤0.01%
1,832
+188
1390
$51K ﹤0.01%
+2,582
1391
$51K ﹤0.01%
539
-111
1392
$51K ﹤0.01%
2,832
1393
$50K ﹤0.01%
2,003
1394
$50K ﹤0.01%
970
1395
$50K ﹤0.01%
+1,854
1396
$50K ﹤0.01%
384
+28
1397
$50K ﹤0.01%
+2,107
1398
$50K ﹤0.01%
255
+109
1399
$50K ﹤0.01%
879
+4
1400
$50K ﹤0.01%
927
+2
54 55
56
57 58