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
1826
$9K ﹤0.01%
313
+10
1827
$9K ﹤0.01%
140
-1,564
1828
$9K ﹤0.01%
+300
1829
$9K ﹤0.01%
71
1830
$9K ﹤0.01%
1,348
+39
1831
$9K ﹤0.01%
267
1832
$9K ﹤0.01%
52
-4
1833
$9K ﹤0.01%
1,000
-500
1834
$9K ﹤0.01%
161
1835
$9K ﹤0.01%
566
1836
$9K ﹤0.01%
45
+3
1837
$9K ﹤0.01%
150
+9
1838
$9K ﹤0.01%
+1,000
1839
$9K ﹤0.01%
230
-500
1840
$9K ﹤0.01%
2,178
+337
1841
$9K ﹤0.01%
295
1842
$8K ﹤0.01%
192
1843
$8K ﹤0.01%
162
1844
$8K ﹤0.01%
+1,734
1845
$8K ﹤0.01%
661
+1
1846
$8K ﹤0.01%
578
-26
1847
$8K ﹤0.01%
274
1848
$8K ﹤0.01%
1,200
-1,410
1849
$8K ﹤0.01%
148
1850
$8K ﹤0.01%
62
+50
72 73
74
75 76