SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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 0-1 Year 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
1701
$14K ﹤0.01%
228
-30
1702
$14K ﹤0.01%
168
-320
1703
$14K ﹤0.01%
1,290
+361
1704
$14K ﹤0.01%
457
1705
$14K ﹤0.01%
336
+93
1706
$14K ﹤0.01%
300
1707
$14K ﹤0.01%
3,300
1708
$13K ﹤0.01%
+800
1709
$13K ﹤0.01%
836
-572
1710
$13K ﹤0.01%
363
+2
1711
$13K ﹤0.01%
418
+75
1712
$13K ﹤0.01%
300
+150
1713
$13K ﹤0.01%
53
1714
$13K ﹤0.01%
962
1715
$13K ﹤0.01%
1,333
-920
1716
$13K ﹤0.01%
1,665
1717
$13K ﹤0.01%
1,631
1718
$13K ﹤0.01%
525
+4
1719
$13K ﹤0.01%
376
-36
1720
$13K ﹤0.01%
201
-451
1721
$13K ﹤0.01%
70
1722
$13K ﹤0.01%
+150
1723
$13K ﹤0.01%
240
1724
$13K ﹤0.01%
2,800
1725
$13K ﹤0.01%
663
67 68
69
70 71