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
$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 Short 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
2126
$3K ﹤0.01%
35
2127
$3K ﹤0.01%
25
+16
2128
$3K ﹤0.01%
+34
2129
$3K ﹤0.01%
55
2130
$3K ﹤0.01%
+400
2131
$3K ﹤0.01%
11
+1
2132
$3K ﹤0.01%
29
+1
2133
$3K ﹤0.01%
28
2134
$3K ﹤0.01%
119
+103
2135
$3K ﹤0.01%
50
-35
2136
$3K ﹤0.01%
52
2137
$3K ﹤0.01%
422
-16
2138
$3K ﹤0.01%
29
-49
2139
$3K ﹤0.01%
910
-49
2140
$3K ﹤0.01%
18
2141
$3K ﹤0.01%
1,695
2142
$3K ﹤0.01%
797
+31
2143
$3K ﹤0.01%
49
2144
$3K ﹤0.01%
167
2145
$3K ﹤0.01%
+140
2146
$3K ﹤0.01%
78
2147
$3K ﹤0.01%
43
-29
2148
$3K ﹤0.01%
33
2149
$3K ﹤0.01%
1,198
+165
2150
$3K ﹤0.01%
+50
84 85
86
87 88