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
1501
$23K ﹤0.01%
100
1502
$23K ﹤0.01%
+898
1503
$23K ﹤0.01%
879
1504
$23K ﹤0.01%
1,610
+1,410
1505
$22K ﹤0.01%
1,728
+944
1506
$22K ﹤0.01%
1,012
-5
1507
$22K ﹤0.01%
595
+574
1508
$22K ﹤0.01%
4,388
1509
$22K ﹤0.01%
140
-3
1510
$22K ﹤0.01%
777
+1
1511
$22K ﹤0.01%
1,497
+1,322
1512
$22K ﹤0.01%
510
1513
$22K ﹤0.01%
847
1514
$22K ﹤0.01%
2,190
+527
1515
$22K ﹤0.01%
+2,744
1516
$22K ﹤0.01%
208
-19
1517
$22K ﹤0.01%
1,218
+1,174
1518
$22K ﹤0.01%
949
+736
1519
$22K ﹤0.01%
885
1520
$21K ﹤0.01%
+714
1521
$21K ﹤0.01%
1,020
+1,004
1522
$21K ﹤0.01%
959
-840
1523
$21K ﹤0.01%
275
+195
1524
$21K ﹤0.01%
674
1525
$21K ﹤0.01%
1,071
+735
59 60
61
62 63