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
$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
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 9.64%
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
2276
$5K ﹤0.01%
1,228
+30
2277
$5K ﹤0.01%
142
2278
$5K ﹤0.01%
80
2279
$5K ﹤0.01%
+85
2280
$5K ﹤0.01%
520
-8,250
2281
$5K ﹤0.01%
167
+145
2282
$5K ﹤0.01%
+76
2283
$5K ﹤0.01%
95
-12
2284
$5K ﹤0.01%
85
2285
$5K ﹤0.01%
150
2286
$5K ﹤0.01%
32
+11
2287
$5K ﹤0.01%
36
-45
2288
$5K ﹤0.01%
+75
2289
$5K ﹤0.01%
+380
2290
$5K ﹤0.01%
283
-421
2291
$5K ﹤0.01%
135
2292
$5K ﹤0.01%
+281
2293
$5K ﹤0.01%
+300
2294
$5K ﹤0.01%
237
2295
$5K ﹤0.01%
100
2296
$5K ﹤0.01%
572
2297
$5K ﹤0.01%
+220
2298
$5K ﹤0.01%
85
2299
$5K ﹤0.01%
+34
2300
$5K ﹤0.01%
+90
90 91
92
93 94