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
1726
$20K ﹤0.01%
362
+158
1727
$20K ﹤0.01%
1,455
+681
1728
$20K ﹤0.01%
3,966
1729
$20K ﹤0.01%
960
-2
1730
$20K ﹤0.01%
158
+50
1731
$20K ﹤0.01%
335
-1
1732
$20K ﹤0.01%
+462
1733
$20K ﹤0.01%
135
1734
$20K ﹤0.01%
263
+3
1735
$20K ﹤0.01%
2,014
-51
1736
$20K ﹤0.01%
450
1737
$20K ﹤0.01%
+1,000
1738
$20K ﹤0.01%
995
1739
$20K ﹤0.01%
208
-195
1740
$20K ﹤0.01%
7
-17
1741
$20K ﹤0.01%
184
+64
1742
$20K ﹤0.01%
124
1743
$20K ﹤0.01%
+715
1744
$20K ﹤0.01%
1,000
1745
$20K ﹤0.01%
414
+1
1746
$20K ﹤0.01%
231
+180
1747
$20K ﹤0.01%
300
-4
1748
$20K ﹤0.01%
+631
1749
$20K ﹤0.01%
1,101
+100
1750
$20K ﹤0.01%
401
+4
68 69
70
71 72