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
$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
State Street 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 9.63%
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
2201
$6K ﹤0.01%
+112
2202
$6K ﹤0.01%
325
2203
$6K ﹤0.01%
324
2204
$6K ﹤0.01%
75
-2,979
2205
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231
+1
2206
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215
+56
2207
$6K ﹤0.01%
591
2208
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76
2209
$6K ﹤0.01%
327
+181
2210
$6K ﹤0.01%
47
2211
$6K ﹤0.01%
+255
2212
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41
-19
2213
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426
2214
$6K ﹤0.01%
82
2215
$6K ﹤0.01%
+600
2216
$6K ﹤0.01%
171
+7
2217
$6K ﹤0.01%
610
2218
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489
2219
$6K ﹤0.01%
88
2220
$6K ﹤0.01%
127
-192
2221
$6K ﹤0.01%
57
+8
2222
$6K ﹤0.01%
200
2223
$6K ﹤0.01%
32
+25
2224
$6K ﹤0.01%
120
2225
$6K ﹤0.01%
388
-295
87 88
89
90 91