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
2276
$2K ﹤0.01%
25
2277
$2K ﹤0.01%
100
2278
$2K ﹤0.01%
104
+2
2279
$2K ﹤0.01%
7
2280
$2K ﹤0.01%
434
2281
$2K ﹤0.01%
63
2282
$2K ﹤0.01%
160
2283
$2K ﹤0.01%
35
-5
2284
$2K ﹤0.01%
74
-1
2285
$2K ﹤0.01%
+13
2286
$2K ﹤0.01%
87
2287
$2K ﹤0.01%
+11
2288
$2K ﹤0.01%
67
2289
$2K ﹤0.01%
22
2290
$2K ﹤0.01%
+21
2291
$2K ﹤0.01%
159
2292
$2K ﹤0.01%
70
-194
2293
$2K ﹤0.01%
44
+14
2294
$2K ﹤0.01%
129
+80
2295
$2K ﹤0.01%
+116
2296
$2K ﹤0.01%
+50
2297
$2K ﹤0.01%
18
-14
2298
$2K ﹤0.01%
40
2299
$1K ﹤0.01%
9
2300
$1K ﹤0.01%
70
90 91
92
93 94