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
2176
$2K ﹤0.01%
158
2177
$2K ﹤0.01%
52
-92
2178
$2K ﹤0.01%
150
2179
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456
+21
2180
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179
2181
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37
2182
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10
2183
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365
+100
2184
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+1
2185
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64
-173
2186
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69
2187
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32
+17
2188
$2K ﹤0.01%
110
2189
$2K ﹤0.01%
1,000
2190
$2K ﹤0.01%
148
2191
$2K ﹤0.01%
600
2192
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36
-120
2193
$2K ﹤0.01%
+25
2194
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76
+1
2195
$2K ﹤0.01%
67
2196
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74
-1
2197
$2K ﹤0.01%
+13
2198
$2K ﹤0.01%
87
2199
$2K ﹤0.01%
969
2200
$2K ﹤0.01%
172
+10
86 87
88
89 90