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
1626
$17K ﹤0.01%
525
1627
$17K ﹤0.01%
413
-22
1628
$17K ﹤0.01%
710
+204
1629
$17K ﹤0.01%
441
1630
$17K ﹤0.01%
294
1631
$17K ﹤0.01%
1,192
1632
$17K ﹤0.01%
655
-380
1633
$17K ﹤0.01%
344
-4,091
1634
$17K ﹤0.01%
473
+149
1635
$17K ﹤0.01%
1,239
+83
1636
$17K ﹤0.01%
1,420
+1,406
1637
$17K ﹤0.01%
157
1638
$17K ﹤0.01%
120
+15
1639
$16K ﹤0.01%
185
+14
1640
$16K ﹤0.01%
49
+12
1641
$16K ﹤0.01%
406
-77
1642
$16K ﹤0.01%
613
1643
$16K ﹤0.01%
972
+116
1644
$16K ﹤0.01%
2,254
+352
1645
$16K ﹤0.01%
1,868
+15
1646
$16K ﹤0.01%
2,249
+1,000
1647
$16K ﹤0.01%
269
+2
1648
$16K ﹤0.01%
100
1649
$16K ﹤0.01%
1,000
1650
$16K ﹤0.01%
1,778
-975
64 65
66
67 68