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
1551
$32K ﹤0.01%
500
1552
$32K ﹤0.01%
+1,707
1553
$32K ﹤0.01%
827
1554
$32K ﹤0.01%
468
1555
$32K ﹤0.01%
500
-59
1556
$32K ﹤0.01%
402
-2
1557
$32K ﹤0.01%
374
1558
$32K ﹤0.01%
201
1559
$32K ﹤0.01%
245
+63
1560
$31K ﹤0.01%
548
+130
1561
$31K ﹤0.01%
+256
1562
$31K ﹤0.01%
1,871
+33
1563
$31K ﹤0.01%
412
+112
1564
$31K ﹤0.01%
583
+36
1565
$31K ﹤0.01%
444
+47
1566
$31K ﹤0.01%
769
+39
1567
$31K ﹤0.01%
712
+200
1568
$30K ﹤0.01%
1,282
1569
$30K ﹤0.01%
388
+88
1570
$30K ﹤0.01%
4,018
-370
1571
$30K ﹤0.01%
227
1572
$30K ﹤0.01%
1,278
1573
$30K ﹤0.01%
19,000
1574
$30K ﹤0.01%
318
+162
1575
$30K ﹤0.01%
+1,276
61 62
63
64 65