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
1876
$8K ﹤0.01%
504
1877
$8K ﹤0.01%
89
1878
$8K ﹤0.01%
1,030
+30
1879
$8K ﹤0.01%
500
+440
1880
$8K ﹤0.01%
81
+27
1881
$8K ﹤0.01%
1,075
1882
$8K ﹤0.01%
+667
1883
$8K ﹤0.01%
1,216
+35
1884
$8K ﹤0.01%
300
-3,027
1885
$8K ﹤0.01%
49
-11
1886
$8K ﹤0.01%
280
+270
1887
$7K ﹤0.01%
+104
1888
$7K ﹤0.01%
794
1889
$7K ﹤0.01%
+100
1890
$7K ﹤0.01%
204
1891
$7K ﹤0.01%
169
1892
$7K ﹤0.01%
549
+17
1893
$7K ﹤0.01%
237
-232
1894
$7K ﹤0.01%
274
1895
$7K ﹤0.01%
214
+159
1896
$7K ﹤0.01%
200
1897
$7K ﹤0.01%
212
-13
1898
$7K ﹤0.01%
612
-92
1899
$7K ﹤0.01%
200
1900
$7K ﹤0.01%
129
+51
74 75
76
77 78