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
2401
$3K ﹤0.01%
24
2402
$3K ﹤0.01%
100
2403
$3K ﹤0.01%
121
+50
2404
$3K ﹤0.01%
175
2405
$3K ﹤0.01%
+132
2406
$3K ﹤0.01%
67
+29
2407
$3K ﹤0.01%
+256
2408
$3K ﹤0.01%
90
+71
2409
$3K ﹤0.01%
35
2410
$3K ﹤0.01%
20
+7
2411
$3K ﹤0.01%
65
2412
$3K ﹤0.01%
+150
2413
$3K ﹤0.01%
12
-10
2414
$3K ﹤0.01%
30
+8
2415
$3K ﹤0.01%
37
-7
2416
$3K ﹤0.01%
+294
2417
$3K ﹤0.01%
54
-1
2418
$3K ﹤0.01%
14
2419
$3K ﹤0.01%
+1,000
2420
$3K ﹤0.01%
+300
2421
$3K ﹤0.01%
33
+8
2422
$3K ﹤0.01%
4,009
+765
2423
$3K ﹤0.01%
+13,933
2424
$3K ﹤0.01%
+120
2425
$2K ﹤0.01%
41
95 96
97
98 99