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
2251
$5K ﹤0.01%
+100
2252
$5K ﹤0.01%
+132
2253
$5K ﹤0.01%
+380
2254
$5K ﹤0.01%
17
2255
$5K ﹤0.01%
339
-15
2256
$5K ﹤0.01%
383
+137
2257
$5K ﹤0.01%
60
2258
$5K ﹤0.01%
64
+6
2259
$5K ﹤0.01%
+160
2260
$5K ﹤0.01%
+55
2261
$5K ﹤0.01%
56
+38
2262
$5K ﹤0.01%
92
+80
2263
$5K ﹤0.01%
90
2264
$5K ﹤0.01%
+72
2265
$5K ﹤0.01%
294
2266
$5K ﹤0.01%
14
-257
2267
$5K ﹤0.01%
159
-108
2268
$5K ﹤0.01%
1,454
+15
2269
$5K ﹤0.01%
467
2270
$5K ﹤0.01%
90
2271
$5K ﹤0.01%
56
+46
2272
$5K ﹤0.01%
44
+34
2273
$5K ﹤0.01%
116
-4,998
2274
$5K ﹤0.01%
70
+54
2275
$5K ﹤0.01%
26
+22
89 90
91
92 93