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
1676
$23K ﹤0.01%
1,165
+12
1677
$23K ﹤0.01%
581
-322
1678
$23K ﹤0.01%
+515
1679
$23K ﹤0.01%
5
+3
1680
$23K ﹤0.01%
109
-17
1681
$23K ﹤0.01%
525
+75
1682
$23K ﹤0.01%
879
1683
$23K ﹤0.01%
3,408
+762
1684
$22K ﹤0.01%
1,012
1685
$22K ﹤0.01%
1,269
+364
1686
$22K ﹤0.01%
722
+1
1687
$22K ﹤0.01%
+36
1688
$22K ﹤0.01%
269
1689
$22K ﹤0.01%
674
1690
$22K ﹤0.01%
381
+166
1691
$22K ﹤0.01%
1,088
-3,260
1692
$22K ﹤0.01%
550
1693
$22K ﹤0.01%
1,440
1694
$22K ﹤0.01%
409
+7
1695
$22K ﹤0.01%
+1,798
1696
$22K ﹤0.01%
930
-994
1697
$22K ﹤0.01%
1,084
1698
$22K ﹤0.01%
306
1699
$22K ﹤0.01%
847
1700
$22K ﹤0.01%
155
66 67
68
69 70