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
1951
$12K ﹤0.01%
335
-73
1952
$12K ﹤0.01%
+1,065
1953
$12K ﹤0.01%
5,000
1954
$11K ﹤0.01%
+1,352
1955
$11K ﹤0.01%
1,246
+1,006
1956
$11K ﹤0.01%
+72
1957
$11K ﹤0.01%
4
+3
1958
$11K ﹤0.01%
474
-46
1959
$11K ﹤0.01%
1,000
-240
1960
$11K ﹤0.01%
698
+12
1961
$11K ﹤0.01%
307
-6
1962
$11K ﹤0.01%
244
-46
1963
$11K ﹤0.01%
118
+88
1964
$11K ﹤0.01%
166
+5
1965
$11K ﹤0.01%
405
-565
1966
$11K ﹤0.01%
420
1967
$11K ﹤0.01%
149
+101
1968
$11K ﹤0.01%
438
+310
1969
$11K ﹤0.01%
962
+865
1970
$11K ﹤0.01%
455
+300
1971
$11K ﹤0.01%
251
+177
1972
$11K ﹤0.01%
435
1973
$11K ﹤0.01%
388
+259
1974
$11K ﹤0.01%
248
+163
1975
$11K ﹤0.01%
839
+379
77 78
79
80 81