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
$1.54B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$28.9M
3
+$19.9M
4
SLV icon
iShares Silver Trust
SLV
+$17.5M
5
AMZN icon
Amazon
AMZN
+$17.4M

Top Sells

1
+$14.1M
2
+$5.92M
3
+$5.48M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$5.12M
5
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.63M

Sector Composition

1 Consumer Staples 8.47%
2 Technology 8.2%
3 Financials 6.2%
4 Healthcare 5.36%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.14M 0.14%
27,364
-2,777
177
$2.13M 0.14%
55,103
-2,669
178
$2.13M 0.14%
20,415
+7,373
179
$2.12M 0.14%
46,298
+4,539
180
$2.12M 0.14%
74,636
+15,078
181
$2.05M 0.13%
19,444
-6,846
182
$2.03M 0.13%
31,610
+7,330
183
$2.03M 0.13%
84,027
+2,597
184
$2.02M 0.13%
46,068
+26,484
185
$2.01M 0.13%
+21,705
186
$2.01M 0.13%
20,216
+243
187
$2.01M 0.13%
62,348
+4,387
188
$2.01M 0.13%
+18,283
189
$2M 0.13%
64,622
-3,654
190
$1.97M 0.13%
40,774
+2,177
191
$1.97M 0.13%
+51,492
192
$1.92M 0.12%
18,717
+2,748
193
$1.91M 0.12%
10,926
-573
194
$1.9M 0.12%
40,115
+3,486
195
$1.9M 0.12%
272,095
+22,672
196
$1.84M 0.12%
+12,165
197
$1.84M 0.12%
+96,997
198
$1.84M 0.12%
43,889
+2,052
199
$1.84M 0.12%
+61,306
200
$1.82M 0.12%
21,786
+4,053
6 7
8
9 10