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
1751
$12K ﹤0.01%
240
-206
1752
$12K ﹤0.01%
1,001
1753
$12K ﹤0.01%
+461
1754
$12K ﹤0.01%
+155
1755
$12K ﹤0.01%
1,153
+362
1756
$12K ﹤0.01%
8
+4
1757
$12K ﹤0.01%
126
1758
$12K ﹤0.01%
650
1759
$12K ﹤0.01%
1,635
+1,535
1760
$12K ﹤0.01%
+644
1761
$11K ﹤0.01%
305
+40
1762
$11K ﹤0.01%
774
-240
1763
$11K ﹤0.01%
3,966
1764
$11K ﹤0.01%
787
+81
1765
$11K ﹤0.01%
505
-1,500
1766
$11K ﹤0.01%
55
-5
1767
$11K ﹤0.01%
167
+1
1768
$11K ﹤0.01%
89
-45
1769
$11K ﹤0.01%
3,050
+385
1770
$11K ﹤0.01%
916
1771
$11K ﹤0.01%
91
1772
$11K ﹤0.01%
+250
1773
$11K ﹤0.01%
145
+2
1774
$11K ﹤0.01%
520
1775
$11K ﹤0.01%
393
-824
69 70
71
72 73