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
1776
$11K ﹤0.01%
319
+200
1777
$11K ﹤0.01%
1,000
1778
$11K ﹤0.01%
1,375
+535
1779
$11K ﹤0.01%
350
1780
$11K ﹤0.01%
1,457
+36
1781
$11K ﹤0.01%
10,000
1782
$11K ﹤0.01%
72
1783
$11K ﹤0.01%
1,860
1784
$11K ﹤0.01%
124
1785
$11K ﹤0.01%
440
+176
1786
$11K ﹤0.01%
1,143
+460
1787
$11K ﹤0.01%
+750
1788
$11K ﹤0.01%
5,000
1789
$10K ﹤0.01%
204
+103
1790
$10K ﹤0.01%
59
+29
1791
$10K ﹤0.01%
2,160
1792
$10K ﹤0.01%
68
-10
1793
$10K ﹤0.01%
234
1794
$10K ﹤0.01%
512
+314
1795
$10K ﹤0.01%
250
-12
1796
$10K ﹤0.01%
259
1797
$10K ﹤0.01%
146
+32
1798
$10K ﹤0.01%
187
-14
1799
$10K ﹤0.01%
322
-19
1800
$10K ﹤0.01%
686
+8
70 71
72
73 74