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
1551
$20K ﹤0.01%
336
-95
1552
$20K ﹤0.01%
749
+5
1553
$20K ﹤0.01%
1,102
-898
1554
$20K ﹤0.01%
2,886
+2,755
1555
$20K ﹤0.01%
100
1556
$20K ﹤0.01%
85
-64
1557
$20K ﹤0.01%
2,771
+1,243
1558
$20K ﹤0.01%
1,312
1559
$20K ﹤0.01%
306
1560
$20K ﹤0.01%
1,000
+465
1561
$20K ﹤0.01%
392
-11
1562
$20K ﹤0.01%
397
-16
1563
$20K ﹤0.01%
880
1564
$20K ﹤0.01%
1,961
+1,783
1565
$20K ﹤0.01%
4,520
-483
1566
$20K ﹤0.01%
1,931
+1,910
1567
$19K ﹤0.01%
269
-24
1568
$19K ﹤0.01%
677
+561
1569
$19K ﹤0.01%
425
-28
1570
$19K ﹤0.01%
550
1571
$19K ﹤0.01%
200
-130
1572
$19K ﹤0.01%
+500
1573
$19K ﹤0.01%
995
1574
$19K ﹤0.01%
956
1575
$19K ﹤0.01%
565
+180
61 62
63
64 65