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
2151
$3K ﹤0.01%
37
-3
2152
$3K ﹤0.01%
306
-8
2153
$3K ﹤0.01%
100
2154
$3K ﹤0.01%
188
2155
$3K ﹤0.01%
+175
2156
$3K ﹤0.01%
51
+26
2157
$3K ﹤0.01%
107
2158
$3K ﹤0.01%
139
2159
$3K ﹤0.01%
34
-34
2160
$3K ﹤0.01%
128
-222
2161
$3K ﹤0.01%
109
2162
$3K ﹤0.01%
155
-50
2163
$3K ﹤0.01%
230
+190
2164
$3K ﹤0.01%
150
2165
$3K ﹤0.01%
21
-339
2166
$3K ﹤0.01%
+50
2167
$3K ﹤0.01%
263
2168
$3K ﹤0.01%
+726
2169
$3K ﹤0.01%
400
2170
$3K ﹤0.01%
51
2171
$3K ﹤0.01%
99
2172
$3K ﹤0.01%
1,000
2173
$3K ﹤0.01%
135
-135
2174
$3K ﹤0.01%
16
2175
$2K ﹤0.01%
55
85 86
87
88 89