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
1801
$10K ﹤0.01%
3,500
1802
$10K ﹤0.01%
638
+388
1803
$10K ﹤0.01%
185
1804
$10K ﹤0.01%
334
1805
$10K ﹤0.01%
16
+15
1806
$10K ﹤0.01%
+420
1807
$10K ﹤0.01%
747
-1,079
1808
$10K ﹤0.01%
89
1809
$10K ﹤0.01%
35
-26
1810
$10K ﹤0.01%
704
-2
1811
$10K ﹤0.01%
1,834
1812
$10K ﹤0.01%
185
1813
$10K ﹤0.01%
226
1814
$10K ﹤0.01%
1,823
-1,500
1815
$10K ﹤0.01%
+88
1816
$10K ﹤0.01%
408
1817
$9K ﹤0.01%
+15
1818
$9K ﹤0.01%
335
+5
1819
$9K ﹤0.01%
+249
1820
$9K ﹤0.01%
143
+3
1821
$9K ﹤0.01%
180
1822
$9K ﹤0.01%
321
+13
1823
$9K ﹤0.01%
+229
1824
$9K ﹤0.01%
250
1825
$9K ﹤0.01%
+156
71 72
73
74 75