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
2176
$2K ﹤0.01%
133
+28
2177
$2K ﹤0.01%
+50
2178
$2K ﹤0.01%
158
-168
2179
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140
2180
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+68
2181
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383
2182
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58
-476
2183
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104
-332
2184
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+59
2185
$2K ﹤0.01%
574
2186
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969
2187
$2K ﹤0.01%
172
+10
2188
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41
2189
$2K ﹤0.01%
166
2190
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20
2191
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42
2192
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+178
2193
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158
2194
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52
-92
2195
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150
2196
$2K ﹤0.01%
456
+21
2197
$2K ﹤0.01%
179
2198
$2K ﹤0.01%
305
-21
2199
$2K ﹤0.01%
+23
2200
$2K ﹤0.01%
19
-20
86 87
88
89 90