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
2401
$1K ﹤0.01%
+25
2402
$1K ﹤0.01%
174
2403
$1K ﹤0.01%
18
2404
$1K ﹤0.01%
12
2405
$1K ﹤0.01%
31
2406
$1K ﹤0.01%
57
-11
2407
$1K ﹤0.01%
119
-35
2408
$1K ﹤0.01%
304
2409
$1K ﹤0.01%
164
+16
2410
$1K ﹤0.01%
18
-46
2411
$1K ﹤0.01%
44
2412
$1K ﹤0.01%
29
2413
$1K ﹤0.01%
117
+2
2414
$1K ﹤0.01%
500
2415
$1K ﹤0.01%
39
2416
$1K ﹤0.01%
3
2417
$1K ﹤0.01%
11
2418
$1K ﹤0.01%
9
2419
$1K ﹤0.01%
70
2420
$1K ﹤0.01%
36
-79
2421
$1K ﹤0.01%
134
2422
$1K ﹤0.01%
8
2423
$1K ﹤0.01%
35
+11
2424
$1K ﹤0.01%
27
-36
2425
$1K ﹤0.01%
165
-7
95 96
97
98 99