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
$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
State Street 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 9.63%
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
2101
$8K ﹤0.01%
241
2102
$8K ﹤0.01%
100
2103
$8K ﹤0.01%
148
-7,216
2104
$8K ﹤0.01%
197
+2
2105
$8K ﹤0.01%
768
+2
2106
$8K ﹤0.01%
62
-72
2107
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+437
2108
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+115
2109
$8K ﹤0.01%
611
-1
2110
$8K ﹤0.01%
33
+26
2111
$8K ﹤0.01%
526
2112
$8K ﹤0.01%
200
2113
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188
+123
2114
$8K ﹤0.01%
+188
2115
$8K ﹤0.01%
220
-55
2116
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103
2117
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75
2118
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205
-494
2119
$8K ﹤0.01%
506
-37
2120
$8K ﹤0.01%
123
2121
$8K ﹤0.01%
+147
2122
$8K ﹤0.01%
+19
2123
$8K ﹤0.01%
62
+39
2124
$8K ﹤0.01%
+3
2125
$8K ﹤0.01%
170
83 84
85
86 87