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
2301
$1K ﹤0.01%
36
-79
2302
$1K ﹤0.01%
134
2303
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8
2304
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35
+11
2305
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27
-36
2306
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165
-7
2307
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44
+1
2308
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19
2309
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319
2310
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16
2311
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94
2312
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27
-38
2313
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216
-5
2314
$1K ﹤0.01%
54
-6
2315
$1K ﹤0.01%
38
2316
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122
2317
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21
-92
2318
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7
2319
$1K ﹤0.01%
+12
2320
$1K ﹤0.01%
162
+17
2321
$1K ﹤0.01%
+64
2322
$1K ﹤0.01%
100
-475
2323
$1K ﹤0.01%
24
2324
$1K ﹤0.01%
112
2325
$1K ﹤0.01%
105
91 92
93
94 95