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
$1.54B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$28.9M
3
+$19.9M
4
SLV icon
iShares Silver Trust
SLV
+$17.5M
5
AMZN icon
Amazon
AMZN
+$17.4M

Top Sells

1
+$14.1M
2
+$5.92M
3
+$5.48M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$5.12M
5
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.63M

Sector Composition

1 Consumer Staples 8.47%
2 Technology 8.2%
3 Financials 6.2%
4 Healthcare 5.36%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.3M 0.21%
11,184
-1,465
127
$3.25M 0.21%
46,249
-1,762
128
$3.24M 0.21%
13,145
-754
129
$3.21M 0.21%
29,685
+7,030
130
$3.21M 0.21%
121,511
+12,290
131
$3.19M 0.21%
274,587
+87,121
132
$3.11M 0.2%
37,743
+6,760
133
$3.09M 0.2%
26,657
-2,126
134
$3.02M 0.2%
38,591
+11,645
135
$3.01M 0.19%
87,996
+10,179
136
$2.93M 0.19%
43,710
+2,888
137
$2.89M 0.19%
19,046
+6,431
138
$2.87M 0.19%
38,125
+222
139
$2.83M 0.18%
56,143
+29,785
140
$2.82M 0.18%
+35,843
141
$2.81M 0.18%
59,225
-14,689
142
$2.74M 0.18%
20,159
+111
143
$2.74M 0.18%
88,291
+9,112
144
$2.74M 0.18%
54,346
+9,507
145
$2.7M 0.17%
27,509
-3,303
146
$2.7M 0.17%
15,477
+3,713
147
$2.6M 0.17%
56,025
+43,754
148
$2.58M 0.17%
+12,087
149
$2.57M 0.17%
95,125
+63,352
150
$2.52M 0.16%
21,208
+3,441
4 5
6
7 8