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
1926
$6K ﹤0.01%
661
-74
1927
$6K ﹤0.01%
60
1928
$6K ﹤0.01%
+60
1929
$6K ﹤0.01%
484
-665
1930
$6K ﹤0.01%
+206
1931
$6K ﹤0.01%
+215
1932
$6K ﹤0.01%
267
+152
1933
$6K ﹤0.01%
988
1934
$6K ﹤0.01%
214
1935
$6K ﹤0.01%
116
-428
1936
$6K ﹤0.01%
324
-18
1937
$6K ﹤0.01%
290
1938
$6K ﹤0.01%
43
1939
$6K ﹤0.01%
1,600
1940
$6K ﹤0.01%
210
1941
$6K ﹤0.01%
426
-2,130
1942
$6K ﹤0.01%
45
-24
1943
$6K ﹤0.01%
111
-614
1944
$6K ﹤0.01%
96
1945
$6K ﹤0.01%
41
1946
$6K ﹤0.01%
77
1947
$6K ﹤0.01%
+610
1948
$6K ﹤0.01%
100
1949
$6K ﹤0.01%
233
1950
$6K ﹤0.01%
120
76 77
78
79 80