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
2226
$6K ﹤0.01%
934
2227
$6K ﹤0.01%
140
-149
2228
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352
+2
2229
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72
2230
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388
2231
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391
2232
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959
+759
2233
$6K ﹤0.01%
75
-24
2234
$6K ﹤0.01%
43
-10
2235
$6K ﹤0.01%
2,234
2236
$6K ﹤0.01%
200
-100
2237
$6K ﹤0.01%
147
+116
2238
$6K ﹤0.01%
+600
2239
$5K ﹤0.01%
40
2240
$5K ﹤0.01%
85
2241
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150
2242
$5K ﹤0.01%
32
+11
2243
$5K ﹤0.01%
36
-45
2244
$5K ﹤0.01%
+75
2245
$5K ﹤0.01%
+380
2246
$5K ﹤0.01%
283
-421
2247
$5K ﹤0.01%
135
2248
$5K ﹤0.01%
+636
2249
$5K ﹤0.01%
+281
2250
$5K ﹤0.01%
100
-92
88 89
90
91 92