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
2226
$2K ﹤0.01%
305
-21
2227
$2K ﹤0.01%
+23
2228
$2K ﹤0.01%
19
-20
2229
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+58
2230
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202
2231
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+22
2232
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34
2233
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127
2234
$2K ﹤0.01%
219
-96
2235
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160
+6
2236
$2K ﹤0.01%
20
2237
$2K ﹤0.01%
91
2238
$2K ﹤0.01%
76
2239
$2K ﹤0.01%
302
2240
$2K ﹤0.01%
162
-212
2241
$2K ﹤0.01%
80
-89
2242
$2K ﹤0.01%
63
2243
$2K ﹤0.01%
145
+8
2244
$2K ﹤0.01%
76
+1
2245
$2K ﹤0.01%
146
2246
$2K ﹤0.01%
8
-15
2247
$2K ﹤0.01%
37
2248
$2K ﹤0.01%
10
2249
$2K ﹤0.01%
365
+100
2250
$2K ﹤0.01%
+1
88 89
90
91 92