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 Short 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%
162
-212
2227
$2K ﹤0.01%
80
-89
2228
$2K ﹤0.01%
63
2229
$2K ﹤0.01%
145
+8
2230
$2K ﹤0.01%
76
+1
2231
$2K ﹤0.01%
146
2232
$2K ﹤0.01%
1
-1
2233
$2K ﹤0.01%
37
2234
$2K ﹤0.01%
10
2235
$2K ﹤0.01%
365
+100
2236
$2K ﹤0.01%
+1
2237
$2K ﹤0.01%
64
-173
2238
$2K ﹤0.01%
69
2239
$2K ﹤0.01%
32
+17
2240
$2K ﹤0.01%
110
2241
$2K ﹤0.01%
1,000
2242
$2K ﹤0.01%
148
2243
$2K ﹤0.01%
902
2244
$2K ﹤0.01%
+223
2245
$2K ﹤0.01%
7
-10
2246
$2K ﹤0.01%
200
+100
2247
$2K ﹤0.01%
112
-1
2248
$2K ﹤0.01%
81
-500
2249
$2K ﹤0.01%
+30
2250
$2K ﹤0.01%
8
88 89
90
91 92