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
1426
$27K ﹤0.01%
500
1427
$27K ﹤0.01%
1,268
+677
1428
$27K ﹤0.01%
589
+513
1429
$27K ﹤0.01%
730
+677
1430
$27K ﹤0.01%
201
+109
1431
$27K ﹤0.01%
667
-814
1432
$27K ﹤0.01%
4,386
1433
$27K ﹤0.01%
200
-18
1434
$26K ﹤0.01%
227
-189
1435
$26K ﹤0.01%
3,254
+85
1436
$26K ﹤0.01%
269
-10
1437
$26K ﹤0.01%
961
1438
$26K ﹤0.01%
1,400
1439
$26K ﹤0.01%
25,305
-12,000
1440
$26K ﹤0.01%
1,868
+47
1441
$26K ﹤0.01%
845
-341
1442
$26K ﹤0.01%
635
1443
$26K ﹤0.01%
970
1444
$26K ﹤0.01%
1,369
+785
1445
$26K ﹤0.01%
272
-39
1446
$26K ﹤0.01%
126
-3
1447
$26K ﹤0.01%
968
-332
1448
$25K ﹤0.01%
959
+800
1449
$25K ﹤0.01%
+548
1450
$25K ﹤0.01%
2,322
+22
56 57
58
59 60