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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$5.93M
3
+$5.18M
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$3.52M
5
SLV icon
iShares Silver Trust
SLV
+$2.94M

Top Sells

1
+$7.61M
2
+$6.17M
3
+$6.14M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.05M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$5.27M

Sector Composition

1 Technology 15.49%
2 Financials 7.08%
3 Consumer Discretionary 4.92%
4 Communication Services 4.02%
5 Consumer Staples 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.79M 0.11%
60,192
-10,940
202
$2.76M 0.11%
12,984
+3,146
203
$2.75M 0.11%
19,419
+2,303
204
$2.75M 0.11%
+88,131
205
$2.71M 0.1%
38,922
+704
206
$2.69M 0.1%
27,546
-28,806
207
$2.69M 0.1%
47,580
-4,437
208
$2.66M 0.1%
21,562
+226
209
$2.65M 0.1%
10,545
+914
210
$2.64M 0.1%
63,161
+15,678
211
$2.63M 0.1%
63,344
+14,555
212
$2.62M 0.1%
57,143
-2,364
213
$2.61M 0.1%
38,508
-3,426
214
$2.61M 0.1%
+138,747
215
$2.61M 0.1%
19,460
-813
216
$2.6M 0.1%
2,723
-415
217
$2.59M 0.1%
5,179
+405
218
$2.57M 0.1%
60,062
+5,535
219
$2.57M 0.1%
9,183
-169
220
$2.57M 0.1%
1,344
-1
221
$2.57M 0.1%
56,900
+532
222
$2.56M 0.1%
93,792
-7,511
223
$2.55M 0.1%
12,537
-8,121
224
$2.55M 0.1%
18,071
+312
225
$2.54M 0.1%
42,382
+20,094
7 8
9
10 11