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
$1.54B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$28.9M
3
+$19.9M
4
SLV icon
iShares Silver Trust
SLV
+$17.5M
5
AMZN icon
Amazon
AMZN
+$17.4M

Top Sells

1
+$14.1M
2
+$5.92M
3
+$5.48M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$5.12M
5
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.63M

Sector Composition

1 Consumer Staples 8.47%
2 Technology 8.2%
3 Financials 6.2%
4 Healthcare 5.36%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.82M 0.12%
21,380
+6,879
202
$1.8M 0.12%
+49,601
203
$1.8M 0.12%
79,999
+58,379
204
$1.79M 0.12%
+104,247
205
$1.78M 0.12%
+12,511
206
$1.78M 0.12%
+43,511
207
$1.77M 0.11%
39,511
+8,341
208
$1.77M 0.11%
35,009
+14,263
209
$1.77M 0.11%
179,312
+215
210
$1.76M 0.11%
+11,207
211
$1.76M 0.11%
116,936
-150
212
$1.75M 0.11%
20,579
+2,015
213
$1.72M 0.11%
66,354
+10,512
214
$1.7M 0.11%
30,696
-8
215
$1.7M 0.11%
85,967
+483
216
$1.7M 0.11%
13,390
+1,837
217
$1.69M 0.11%
10,693
-132
218
$1.69M 0.11%
+16,778
219
$1.68M 0.11%
29,556
+6,602
220
$1.68M 0.11%
+15,281
221
$1.67M 0.11%
22,910
+9,933
222
$1.66M 0.11%
12,814
+260
223
$1.64M 0.11%
30,921
+5,561
224
$1.63M 0.11%
71,813
-19,769
225
$1.61M 0.1%
66,102
+6,284
7 8
9
10 11