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
1951
$6K ﹤0.01%
207
-40
1952
$6K ﹤0.01%
193
-1,231
1953
$6K ﹤0.01%
350
+2
1954
$6K ﹤0.01%
388
1955
$6K ﹤0.01%
300
1956
$6K ﹤0.01%
59
-50
1957
$6K ﹤0.01%
295
-254
1958
$6K ﹤0.01%
22
1959
$6K ﹤0.01%
53
-11
1960
$6K ﹤0.01%
221
1961
$6K ﹤0.01%
+532
1962
$6K ﹤0.01%
145
+39
1963
$6K ﹤0.01%
635
1964
$6K ﹤0.01%
334
1965
$5K ﹤0.01%
595
1966
$5K ﹤0.01%
354
+12
1967
$5K ﹤0.01%
122
-38
1968
$5K ﹤0.01%
123
+35
1969
$5K ﹤0.01%
+7
1970
$5K ﹤0.01%
93
1971
$5K ﹤0.01%
280
1972
$5K ﹤0.01%
80
1973
$5K ﹤0.01%
126
1974
$5K ﹤0.01%
+90
1975
$5K ﹤0.01%
51
77 78
79
80 81