SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
State Street 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 9.63%
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
2351
$4K ﹤0.01%
88
-173
2352
$4K ﹤0.01%
14
-12
2353
$4K ﹤0.01%
113
2354
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+75
2355
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99
2356
$4K ﹤0.01%
348
-488
2357
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16
2358
$4K ﹤0.01%
67
+17
2359
$4K ﹤0.01%
+2,939
2360
$4K ﹤0.01%
435
-350
2361
$4K ﹤0.01%
+100
2362
$4K ﹤0.01%
500
2363
$4K ﹤0.01%
+140
2364
$4K ﹤0.01%
28
2365
$3K ﹤0.01%
+20
2366
$3K ﹤0.01%
+68
2367
$3K ﹤0.01%
77
+23
2368
$3K ﹤0.01%
253
-388
2369
$3K ﹤0.01%
+164
2370
$3K ﹤0.01%
+84
2371
$3K ﹤0.01%
20
-8
2372
$3K ﹤0.01%
250
2373
$3K ﹤0.01%
969
2374
$3K ﹤0.01%
176
+4
2375
$3K ﹤0.01%
+925
93 94
95
96 97