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
1401
$29K ﹤0.01%
+2,000
1402
$28K ﹤0.01%
409
+109
1403
$28K ﹤0.01%
750
1404
$28K ﹤0.01%
1,015
-26
1405
$28K ﹤0.01%
146
-16
1406
$28K ﹤0.01%
+1,500
1407
$28K ﹤0.01%
1,860
1408
$28K ﹤0.01%
500
1409
$28K ﹤0.01%
499
+139
1410
$28K ﹤0.01%
1,473
+1,299
1411
$28K ﹤0.01%
4,906
+742
1412
$28K ﹤0.01%
802
+777
1413
$28K ﹤0.01%
2,305
1414
$28K ﹤0.01%
512
-50
1415
$28K ﹤0.01%
2,137
-1,475
1416
$28K ﹤0.01%
880
-129
1417
$27K ﹤0.01%
778
-151
1418
$27K ﹤0.01%
375
-46
1419
$27K ﹤0.01%
775
-210
1420
$27K ﹤0.01%
1,708
+450
1421
$27K ﹤0.01%
968
+482
1422
$27K ﹤0.01%
510
+499
1423
$27K ﹤0.01%
1,319
-17,312
1424
$27K ﹤0.01%
1,003
1425
$27K ﹤0.01%
991
55 56
57
58 59