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
2376
$1K ﹤0.01%
483
2377
$1K ﹤0.01%
15
2378
$1K ﹤0.01%
+100
2379
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28
2380
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40
-364
2381
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25
-144
2382
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+6
2383
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19
2384
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56
2385
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95
2386
$1K ﹤0.01%
103
2387
$1K ﹤0.01%
32
-1,444
2388
$1K ﹤0.01%
109
2389
$1K ﹤0.01%
29
2390
$1K ﹤0.01%
90
-290
2391
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25
2392
$1K ﹤0.01%
57
+30
2393
$1K ﹤0.01%
65
2394
$1K ﹤0.01%
+217
2395
$1K ﹤0.01%
58
2396
$1K ﹤0.01%
13
-6,919
2397
$1K ﹤0.01%
1,085
2398
$1K ﹤0.01%
2
-1
2399
$1K ﹤0.01%
100
2400
$1K ﹤0.01%
+100
94 95
96
97 98