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
2026
$10K ﹤0.01%
+20
2027
$10K ﹤0.01%
380
+356
2028
$10K ﹤0.01%
1,048
2029
$10K ﹤0.01%
2,231
+53
2030
$10K ﹤0.01%
+340
2031
$10K ﹤0.01%
+158
2032
$10K ﹤0.01%
397
+342
2033
$10K ﹤0.01%
231
+86
2034
$10K ﹤0.01%
282
+214
2035
$10K ﹤0.01%
+228
2036
$9K ﹤0.01%
192
+26
2037
$9K ﹤0.01%
595
-66
2038
$9K ﹤0.01%
661
2039
$9K ﹤0.01%
313
+134
2040
$9K ﹤0.01%
341
-341
2041
$9K ﹤0.01%
340
+5
2042
$9K ﹤0.01%
+200
2043
$9K ﹤0.01%
182
-206
2044
$9K ﹤0.01%
592
+466
2045
$9K ﹤0.01%
+30
2046
$9K ﹤0.01%
62
2047
$9K ﹤0.01%
180
2048
$9K ﹤0.01%
178
+177
2049
$9K ﹤0.01%
+180
2050
$9K ﹤0.01%
86
-16
80 81
82
83 84