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 Trust 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
2201
$2K ﹤0.01%
38
2202
$2K ﹤0.01%
23
2203
$2K ﹤0.01%
+71
2204
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30
2205
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36
-120
2206
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+36
2207
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23
2208
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+25
2209
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30
-423
2210
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48
2211
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188
2212
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15
2213
$2K ﹤0.01%
434
2214
$2K ﹤0.01%
+59
2215
$2K ﹤0.01%
969
2216
$2K ﹤0.01%
172
+10
2217
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41
2218
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166
2219
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20
2220
$2K ﹤0.01%
42
2221
$2K ﹤0.01%
+178
2222
$2K ﹤0.01%
158
2223
$2K ﹤0.01%
52
-92
2224
$2K ﹤0.01%
150
2225
$2K ﹤0.01%
179
87 88
89
90 91