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
2326
$1K ﹤0.01%
21
2327
$1K ﹤0.01%
84
-748
2328
$1K ﹤0.01%
154
-12
2329
$1K ﹤0.01%
+100
2330
$1K ﹤0.01%
151
2331
$1K ﹤0.01%
67
2332
$1K ﹤0.01%
25
2333
$1K ﹤0.01%
20
+14
2334
– –
0
2335
$1K ﹤0.01%
71
-200
2336
$1K ﹤0.01%
138
2337
$1K ﹤0.01%
395
2338
$1K ﹤0.01%
+38
2339
$1K ﹤0.01%
+133
2340
$1K ﹤0.01%
100
2341
$1K ﹤0.01%
27
2342
$1K ﹤0.01%
31
2343
$1K ﹤0.01%
61
2344
$1K ﹤0.01%
+9
2345
$1K ﹤0.01%
+25
2346
$1K ﹤0.01%
112
2347
$1K ﹤0.01%
80
-120
2348
$1K ﹤0.01%
2,945
2349
$1K ﹤0.01%
168
2350
$1K ﹤0.01%
13
92 93
94
95 96