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
1726
$13K ﹤0.01%
70
1727
$13K ﹤0.01%
+800
1728
$13K ﹤0.01%
+150
1729
$13K ﹤0.01%
240
1730
$13K ﹤0.01%
2,800
1731
$13K ﹤0.01%
663
1732
$13K ﹤0.01%
193
-86
1733
$13K ﹤0.01%
216
+15
1734
$12K ﹤0.01%
108
+2
1735
$12K ﹤0.01%
663
1736
$12K ﹤0.01%
1,179
-155
1737
$12K ﹤0.01%
200
-111
1738
$12K ﹤0.01%
344
+7
1739
$12K ﹤0.01%
11
+3
1740
$12K ﹤0.01%
288
1741
$12K ﹤0.01%
156
-59
1742
$12K ﹤0.01%
191
1743
$12K ﹤0.01%
1,067
-86
1744
$12K ﹤0.01%
134
1745
$12K ﹤0.01%
300
+250
1746
$12K ﹤0.01%
1,240
+1,000
1747
$12K ﹤0.01%
488
-34
1748
$12K ﹤0.01%
290
-20
1749
$12K ﹤0.01%
700
1750
$12K ﹤0.01%
242
+26
68 69
70
71 72