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
2326
$4K ﹤0.01%
122
+88
2327
$4K ﹤0.01%
+41
2328
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+21
2329
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367
-1
2330
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49
-44
2331
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+141
2332
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+40
2333
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+734
2334
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200
2335
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2336
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150
2337
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+100
2338
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45
2339
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100
2340
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134
+1
2341
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2342
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+100
2343
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+100
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428
+364
2345
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180
2346
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35
+23
2347
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365
2348
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436
+14
2349
$4K ﹤0.01%
265
+201
2350
$4K ﹤0.01%
29
92 93
94
95 96