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
1651
$16K ﹤0.01%
580
-1,618
1652
$16K ﹤0.01%
724
1653
$16K ﹤0.01%
526
+306
1654
$16K ﹤0.01%
68
1655
$16K ﹤0.01%
210
1656
$16K ﹤0.01%
35
1657
$15K ﹤0.01%
1,282
+100
1658
$15K ﹤0.01%
790
1659
$15K ﹤0.01%
3,000
1660
$15K ﹤0.01%
220
-35
1661
$15K ﹤0.01%
288
-28
1662
$15K ﹤0.01%
1,357
-191
1663
$15K ﹤0.01%
450
1664
$15K ﹤0.01%
123
-24
1665
$15K ﹤0.01%
5,515
1666
$15K ﹤0.01%
214
-16
1667
$15K ﹤0.01%
281
1668
$15K ﹤0.01%
286
+76
1669
$15K ﹤0.01%
203
1670
$15K ﹤0.01%
397
+71
1671
$15K ﹤0.01%
38
1672
$15K ﹤0.01%
304
+300
1673
$15K ﹤0.01%
1,297
+954
1674
$15K ﹤0.01%
+463
1675
$15K ﹤0.01%
+50
65 66
67
68 69