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
2376
$3K ﹤0.01%
77
+23
2377
$3K ﹤0.01%
253
-388
2378
$3K ﹤0.01%
+164
2379
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+84
2380
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20
-8
2381
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250
2382
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101
2383
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222
+3
2384
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107
-183
2385
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2386
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35
2387
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+134
2388
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+67
2389
$3K ﹤0.01%
10
-10
2390
$3K ﹤0.01%
23
+14
2391
$3K ﹤0.01%
910
2392
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32
2393
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110
2394
$3K ﹤0.01%
34
-1,084
2395
$3K ﹤0.01%
1,000
2396
$3K ﹤0.01%
+38
2397
$3K ﹤0.01%
112
2398
$3K ﹤0.01%
43
2399
$3K ﹤0.01%
33
2400
$3K ﹤0.01%
600
94 95
96
97 98