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
1451
$42K ﹤0.01%
751
-848
1452
$42K ﹤0.01%
769
+50
1453
$42K ﹤0.01%
3,000
1454
$42K ﹤0.01%
2,335
+13
1455
$42K ﹤0.01%
+1,510
1456
$42K ﹤0.01%
2,900
+53
1457
$42K ﹤0.01%
569
+251
1458
$42K ﹤0.01%
166
+29
1459
$42K ﹤0.01%
1,331
+5
1460
$42K ﹤0.01%
793
-205
1461
$42K ﹤0.01%
357
+74
1462
$42K ﹤0.01%
12,580
+12,500
1463
$41K ﹤0.01%
1,128
+262
1464
$41K ﹤0.01%
1,854
+895
1465
$41K ﹤0.01%
595
+515
1466
$41K ﹤0.01%
850
+681
1467
$41K ﹤0.01%
509
1468
$41K ﹤0.01%
3,020
+830
1469
$41K ﹤0.01%
522
-626
1470
$40K ﹤0.01%
7,284
+1,493
1471
$40K ﹤0.01%
335
1472
$40K ﹤0.01%
+1,000
1473
$40K ﹤0.01%
+9,346
1474
$40K ﹤0.01%
8,080
+207
1475
$40K ﹤0.01%
1,369
+250
57 58
59
60 61