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
1526
$21K ﹤0.01%
2,065
+1,347
1527
$21K ﹤0.01%
1,010
+10
1528
$21K ﹤0.01%
634
+602
1529
$21K ﹤0.01%
411
1530
$21K ﹤0.01%
2,270
-225
1531
$21K ﹤0.01%
2,114
+751
1532
$21K ﹤0.01%
143
-3
1533
$21K ﹤0.01%
420
1534
$21K ﹤0.01%
402
-198
1535
$21K ﹤0.01%
1,104
+640
1536
$21K ﹤0.01%
2,199
+339
1537
$21K ﹤0.01%
645
+198
1538
$21K ﹤0.01%
163
+128
1539
$21K ﹤0.01%
441
-129
1540
$21K ﹤0.01%
435
-331
1541
$21K ﹤0.01%
1,350
-391
1542
$21K ﹤0.01%
2,339
+264
1543
$21K ﹤0.01%
617
-268
1544
$21K ﹤0.01%
795
+750
1545
$21K ﹤0.01%
3,550
-360
1546
$21K ﹤0.01%
182
-3
1547
$20K ﹤0.01%
+10,747
1548
$20K ﹤0.01%
141
+29
1549
$20K ﹤0.01%
+388
1550
$20K ﹤0.01%
+979
60 61
62
63 64