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
1826
$16K ﹤0.01%
281
1827
$16K ﹤0.01%
185
-191
1828
$16K ﹤0.01%
269
+1
1829
$16K ﹤0.01%
800
-300
1830
$16K ﹤0.01%
301
+1
1831
$16K ﹤0.01%
197
+68
1832
$16K ﹤0.01%
885
+3
1833
$16K ﹤0.01%
106
-4
1834
$16K ﹤0.01%
92
+21
1835
$16K ﹤0.01%
655
1836
$16K ﹤0.01%
+450
1837
$16K ﹤0.01%
58
+23
1838
$16K ﹤0.01%
343
+6
1839
$16K ﹤0.01%
210
1840
$16K ﹤0.01%
+1,600
1841
$15K ﹤0.01%
154
-412
1842
$15K ﹤0.01%
340
+4
1843
$15K ﹤0.01%
526
1844
$15K ﹤0.01%
1,059
+29
1845
$15K ﹤0.01%
+1,156
1846
$15K ﹤0.01%
+694
1847
$15K ﹤0.01%
128
+68
1848
$15K ﹤0.01%
790
1849
$15K ﹤0.01%
161
+93
1850
$15K ﹤0.01%
299
+50
72 73
74
75 76