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
2251
$2K ﹤0.01%
64
-173
2252
$2K ﹤0.01%
69
2253
$2K ﹤0.01%
32
+17
2254
$2K ﹤0.01%
110
2255
$2K ﹤0.01%
1,000
2256
$2K ﹤0.01%
148
2257
$2K ﹤0.01%
902
2258
$2K ﹤0.01%
+223
2259
$2K ﹤0.01%
7
-10
2260
$2K ﹤0.01%
200
+100
2261
$2K ﹤0.01%
112
-1
2262
$2K ﹤0.01%
81
-500
2263
$2K ﹤0.01%
+30
2264
$2K ﹤0.01%
8
2265
$2K ﹤0.01%
45
2266
$2K ﹤0.01%
230
2267
$2K ﹤0.01%
25
2268
$2K ﹤0.01%
100
2269
$2K ﹤0.01%
104
+2
2270
$2K ﹤0.01%
7
2271
$2K ﹤0.01%
63
2272
$2K ﹤0.01%
160
2273
$2K ﹤0.01%
35
-5
2274
$2K ﹤0.01%
74
-1
2275
$2K ﹤0.01%
+13
89 90
91
92 93