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
1851
$8K ﹤0.01%
140
1852
$8K ﹤0.01%
210
1853
$8K ﹤0.01%
198
+2
1854
$8K ﹤0.01%
122
-43
1855
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200
1856
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+79
1857
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241
1858
$8K ﹤0.01%
1,095
+1,085
1859
$8K ﹤0.01%
757
-400
1860
$8K ﹤0.01%
+100
1861
$8K ﹤0.01%
139
1862
$8K ﹤0.01%
+200
1863
$8K ﹤0.01%
60
1864
$8K ﹤0.01%
200
1865
$8K ﹤0.01%
+263
1866
$8K ﹤0.01%
27
+18
1867
$8K ﹤0.01%
24
+1
1868
$8K ﹤0.01%
137
1869
$8K ﹤0.01%
+800
1870
$8K ﹤0.01%
1,074
1871
$8K ﹤0.01%
275
1872
$8K ﹤0.01%
+103
1873
$8K ﹤0.01%
683
1874
$8K ﹤0.01%
261
-269
1875
$8K ﹤0.01%
141
+15
73 74
75
76 77