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
1426
$46K ﹤0.01%
+600
1427
$46K ﹤0.01%
1,281
1428
$46K ﹤0.01%
9,197
+5,697
1429
$46K ﹤0.01%
497
-2
1430
$46K ﹤0.01%
264
+15
1431
$45K ﹤0.01%
784
+48
1432
$45K ﹤0.01%
1,010
+7
1433
$45K ﹤0.01%
2,550
+1,200
1434
$45K ﹤0.01%
657
1435
$45K ﹤0.01%
4,128
+56
1436
$44K ﹤0.01%
1,102
1437
$44K ﹤0.01%
397
-24
1438
$44K ﹤0.01%
+582
1439
$44K ﹤0.01%
600
-49
1440
$44K ﹤0.01%
156
+56
1441
$44K ﹤0.01%
2,610
-31
1442
$44K ﹤0.01%
851
+271
1443
$44K ﹤0.01%
1,037
+1,011
1444
$44K ﹤0.01%
1,027
-16,818
1445
$44K ﹤0.01%
+1,935
1446
$44K ﹤0.01%
1,303
1447
$43K ﹤0.01%
314
+20
1448
$43K ﹤0.01%
1,107
1449
$43K ﹤0.01%
601
+12
1450
$43K ﹤0.01%
+33,500
56 57
58
59 60