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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$5.93M
3
+$5.18M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$3.52M
5
SLV icon
iShares Silver Trust
SLV
+$2.94M

Top Sells

1
+$7.61M
2
+$6.17M
3
+$6.14M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.05M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$5.27M

Sector Composition

1 Technology 15.49%
2 Financials 7.08%
3 Consumer Discretionary 4.92%
4 Communication Services 4.02%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.2M 0.12%
87,019
+15,990
177
$3.18M 0.12%
58,549
-1,641
178
$3.17M 0.12%
46,628
+373
179
$3.16M 0.12%
12,488
-1
180
$3.15M 0.12%
37,937
-602
181
$3.14M 0.12%
49,642
+1,355
182
$3.12M 0.12%
97,395
+6,389
183
$3.11M 0.12%
14,499
+8,847
184
$3.09M 0.12%
156,042
+780
185
$3.08M 0.12%
34,295
-6,272
186
$3.05M 0.12%
8,575
-6,649
187
$3.02M 0.12%
11,791
+2,258
188
$2.97M 0.11%
66,881
-24,315
189
$2.97M 0.11%
+64,200
190
$2.95M 0.11%
143,413
+2,268
191
$2.92M 0.11%
26,193
+2,976
192
$2.92M 0.11%
4,900
-253
193
$2.91M 0.11%
30,170
+885
194
$2.88M 0.11%
15,387
+1,146
195
$2.88M 0.11%
48,018
+1,325
196
$2.85M 0.11%
12,111
-54
197
$2.83M 0.11%
8,852
+779
198
$2.82M 0.11%
58,599
+12,291
199
$2.8M 0.11%
48,717
+1,332
200
$2.79M 0.11%
37,053
-167
6 7
8
9 10