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
$1.54B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$28.9M
3
+$19.9M
4
SLV icon
iShares Silver Trust
SLV
+$17.5M
5
AMZN icon
Amazon
AMZN
+$17.4M

Top Sells

1
+$14.1M
2
+$5.92M
3
+$5.48M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$5.12M
5
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.63M

Sector Composition

1 Consumer Staples 8.47%
2 Technology 8.2%
3 Financials 6.2%
4 Healthcare 5.36%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.51M 0.16%
16,714
-600
152
$2.51M 0.16%
59,783
+3,185
153
$2.46M 0.16%
46,744
+24,252
154
$2.46M 0.16%
48,967
+4,277
155
$2.46M 0.16%
14,838
-424
156
$2.44M 0.16%
20,822
+2,189
157
$2.43M 0.16%
24,503
+5,502
158
$2.43M 0.16%
62,244
-1,104
159
$2.42M 0.16%
41,822
+29,300
160
$2.38M 0.15%
33,773
+6,587
161
$2.33M 0.15%
104,335
+64,737
162
$2.31M 0.15%
35,204
-436
163
$2.3M 0.15%
+15,413
164
$2.29M 0.15%
44,203
+8,344
165
$2.27M 0.15%
96,532
+7,643
166
$2.27M 0.15%
17,091
+3,702
167
$2.26M 0.15%
49,925
+19,618
168
$2.24M 0.14%
89,022
-1,915
169
$2.24M 0.14%
24,445
-47,873
170
$2.23M 0.14%
+34,507
171
$2.23M 0.14%
+48,864
172
$2.22M 0.14%
+78,179
173
$2.2M 0.14%
50,522
-1,006
174
$2.15M 0.14%
30,120
+279
175
$2.15M 0.14%
25,670
+979
5 6
7
8 9