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
1676
$15K ﹤0.01%
450
+276
1677
$15K ﹤0.01%
+307
1678
$15K ﹤0.01%
61
+16
1679
$14K ﹤0.01%
400
1680
$14K ﹤0.01%
+500
1681
$14K ﹤0.01%
363
-13
1682
$14K ﹤0.01%
370
1683
$14K ﹤0.01%
127
+100
1684
$14K ﹤0.01%
102
-83
1685
$14K ﹤0.01%
196
1686
$14K ﹤0.01%
48
+15
1687
$14K ﹤0.01%
623
-14
1688
$14K ﹤0.01%
564
1689
$14K ﹤0.01%
268
+61
1690
$14K ﹤0.01%
120
-36
1691
$14K ﹤0.01%
+1,539
1692
$14K ﹤0.01%
300
-37
1693
$14K ﹤0.01%
882
+3
1694
$14K ﹤0.01%
605
1695
$14K ﹤0.01%
372
-394
1696
$14K ﹤0.01%
600
-50
1697
$14K ﹤0.01%
475
+5
1698
$14K ﹤0.01%
420
+9
1699
$14K ﹤0.01%
228
-30
1700
$14K ﹤0.01%
168
-320
66 67
68
69 70