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
1601
$28K ﹤0.01%
249
+160
1602
$28K ﹤0.01%
472
1603
$28K ﹤0.01%
156
1604
$28K ﹤0.01%
221
-5
1605
$28K ﹤0.01%
187
+67
1606
$27K ﹤0.01%
1,898
-667
1607
$27K ﹤0.01%
383
1608
$27K ﹤0.01%
1,595
1609
$27K ﹤0.01%
273
+4
1610
$27K ﹤0.01%
1,003
1611
$27K ﹤0.01%
991
1612
$27K ﹤0.01%
312
+167
1613
$27K ﹤0.01%
479
-182
1614
$27K ﹤0.01%
176
+131
1615
$27K ﹤0.01%
+596
1616
$27K ﹤0.01%
1,843
+1,759
1617
$27K ﹤0.01%
4,000
1618
$26K ﹤0.01%
705
+582
1619
$26K ﹤0.01%
750
1620
$26K ﹤0.01%
900
-39
1621
$26K ﹤0.01%
620
1622
$26K ﹤0.01%
1,174
-78
1623
$26K ﹤0.01%
1,936
+1,802
1624
$26K ﹤0.01%
900
1625
$26K ﹤0.01%
961
63 64
65
66 67