SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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 0-1 Year 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
2051
$4K ﹤0.01%
24
-1
2052
$4K ﹤0.01%
80
2053
$4K ﹤0.01%
14
2054
$4K ﹤0.01%
656
2055
$4K ﹤0.01%
196
+114
2056
$4K ﹤0.01%
409
+404
2057
$4K ﹤0.01%
23
2058
$4K ﹤0.01%
164
+2
2059
$4K ﹤0.01%
+220
2060
$4K ﹤0.01%
75
+16
2061
$4K ﹤0.01%
526
-182
2062
$4K ﹤0.01%
21
-7
2063
$4K ﹤0.01%
49
+11
2064
$4K ﹤0.01%
125
2065
$4K ﹤0.01%
+158
2066
$4K ﹤0.01%
89
-143
2067
$4K ﹤0.01%
99
+89
2068
$4K ﹤0.01%
77
-18
2069
$4K ﹤0.01%
111
2070
$4K ﹤0.01%
167
2071
$4K ﹤0.01%
133
-2
2072
$4K ﹤0.01%
79
2073
$4K ﹤0.01%
+45
2074
$4K ﹤0.01%
391
-200
2075
$4K ﹤0.01%
359
-635
81 82
83
84 85