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
2451
$1K ﹤0.01%
15
2452
$1K ﹤0.01%
116
-18
2453
$1K ﹤0.01%
316
2454
$1K ﹤0.01%
53
+18
2455
$1K ﹤0.01%
100
2456
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+44
2457
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+22
2458
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23
-397
2459
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41
2460
$1K ﹤0.01%
+7
2461
$1K ﹤0.01%
12
+10
2462
$1K ﹤0.01%
726
-13
2463
$1K ﹤0.01%
78
+40
2464
$1K ﹤0.01%
+20
2465
$1K ﹤0.01%
21
2466
$1K ﹤0.01%
10
-2
2467
$1K ﹤0.01%
15
2468
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529
2469
$1K ﹤0.01%
38
2470
$1K ﹤0.01%
17
2471
$1K ﹤0.01%
+250
2472
$1K ﹤0.01%
49
2473
$1K ﹤0.01%
122
+10
2474
$1K ﹤0.01%
97
2475
$1K ﹤0.01%
37
97 98
99
100 101