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
1576
$19K ﹤0.01%
1,240
+340
1577
$19K ﹤0.01%
387
+272
1578
$19K ﹤0.01%
318
1579
$19K ﹤0.01%
1,190
1580
$19K ﹤0.01%
670
+61
1581
$19K ﹤0.01%
300
-654
1582
$19K ﹤0.01%
931
+1
1583
$19K ﹤0.01%
212
1584
$19K ﹤0.01%
493
+148
1585
$18K ﹤0.01%
5,791
+945
1586
$18K ﹤0.01%
682
1587
$18K ﹤0.01%
190
1588
$18K ﹤0.01%
388
-4,464
1589
$18K ﹤0.01%
721
-70
1590
$18K ﹤0.01%
135
1591
$18K ﹤0.01%
1,350
1592
$18K ﹤0.01%
1,278
1593
$18K ﹤0.01%
+127
1594
$18K ﹤0.01%
1,782
+5
1595
$18K ﹤0.01%
638
-2,164
1596
$18K ﹤0.01%
1,693
1597
$18K ﹤0.01%
450
1598
$18K ﹤0.01%
1,100
1599
$18K ﹤0.01%
+292
1600
$18K ﹤0.01%
+449
62 63
64
65 66