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
1851
$15K ﹤0.01%
220
1852
$15K ﹤0.01%
70
1853
$15K ﹤0.01%
1,055
-12
1854
$15K ﹤0.01%
240
1855
$15K ﹤0.01%
564
1856
$15K ﹤0.01%
250
1857
$15K ﹤0.01%
1,011
+981
1858
$15K ﹤0.01%
155
+127
1859
$15K ﹤0.01%
195
+2
1860
$15K ﹤0.01%
1,093
-16,000
1861
$15K ﹤0.01%
+1,250
1862
$15K ﹤0.01%
600
1863
$15K ﹤0.01%
1,602
-737
1864
$15K ﹤0.01%
470
+270
1865
$14K ﹤0.01%
366
+3
1866
$14K ﹤0.01%
280
+158
1867
$14K ﹤0.01%
2,160
1868
$14K ﹤0.01%
+328
1869
$14K ﹤0.01%
1,179
1870
$14K ﹤0.01%
200
1871
$14K ﹤0.01%
528
+3
1872
$14K ﹤0.01%
192
+1
1873
$14K ﹤0.01%
174
-40
1874
$14K ﹤0.01%
767
-205
1875
$14K ﹤0.01%
676
+514
73 74
75
76 77