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
2201
$2K ﹤0.01%
41
2202
$2K ﹤0.01%
166
2203
$2K ﹤0.01%
20
2204
$2K ﹤0.01%
42
2205
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305
-21
2206
$2K ﹤0.01%
+23
2207
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19
-20
2208
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+58
2209
$2K ﹤0.01%
202
2210
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+22
2211
$2K ﹤0.01%
18
2212
$2K ﹤0.01%
+50
2213
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9
2214
$2K ﹤0.01%
60
+2
2215
$2K ﹤0.01%
+670
2216
$2K ﹤0.01%
32
2217
$2K ﹤0.01%
52
2218
$2K ﹤0.01%
40
-72
2219
$2K ﹤0.01%
250
-7,400
2220
$2K ﹤0.01%
240
2221
$2K ﹤0.01%
135
2222
$2K ﹤0.01%
75
-89
2223
$2K ﹤0.01%
101
2224
$2K ﹤0.01%
34
2225
$2K ﹤0.01%
127
87 88
89
90 91