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
2151
$7K ﹤0.01%
95
+10
2152
$7K ﹤0.01%
68
+56
2153
$7K ﹤0.01%
38
+30
2154
$7K ﹤0.01%
210
2155
$7K ﹤0.01%
45
2156
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96
2157
$7K ﹤0.01%
+447
2158
$7K ﹤0.01%
41
2159
$7K ﹤0.01%
77
2160
$7K ﹤0.01%
75
2161
$7K ﹤0.01%
94
+44
2162
$7K ﹤0.01%
121
-450
2163
$7K ﹤0.01%
100
2164
$7K ﹤0.01%
96
-5
2165
$7K ﹤0.01%
233
2166
$7K ﹤0.01%
306
2167
$7K ﹤0.01%
193
2168
$7K ﹤0.01%
+62
2169
$7K ﹤0.01%
95
+76
2170
$7K ﹤0.01%
1,247
-613
2171
$7K ﹤0.01%
726
2172
$7K ﹤0.01%
+208
2173
$7K ﹤0.01%
261
+174
2174
$7K ﹤0.01%
83
2175
$7K ﹤0.01%
1,000
85 86
87
88 89