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
2426
$2K ﹤0.01%
79
2427
$2K ﹤0.01%
+100
2428
$2K ﹤0.01%
26
+7
2429
$2K ﹤0.01%
49
+20
2430
$2K ﹤0.01%
69
2431
$2K ﹤0.01%
61
+1
2432
$2K ﹤0.01%
32
2433
$2K ﹤0.01%
190
+26
2434
$2K ﹤0.01%
28
2435
$2K ﹤0.01%
500
2436
$2K ﹤0.01%
+32
2437
$2K ﹤0.01%
+37
2438
$2K ﹤0.01%
41
+16
2439
$2K ﹤0.01%
500
2440
$2K ﹤0.01%
41
2441
$2K ﹤0.01%
166
2442
$2K ﹤0.01%
42
-3
2443
$2K ﹤0.01%
158
2444
$2K ﹤0.01%
150
2445
$2K ﹤0.01%
26
+13
2446
$2K ﹤0.01%
+80
2447
$2K ﹤0.01%
410
-46
2448
$2K ﹤0.01%
+52
2449
$2K ﹤0.01%
31
-22
2450
$2K ﹤0.01%
237
96 97
98
99 100