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
2451
$2K ﹤0.01%
+30
2452
$2K ﹤0.01%
127
2453
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167
+7
2454
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+29
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+64
2456
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303
+1
2457
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10
+3
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3
-14
2459
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139
-140
2460
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+32
2461
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+37
2462
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105
2463
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145
2464
$2K ﹤0.01%
+39
2465
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76
2466
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37
2467
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17
2468
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500
2469
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117
-2
2470
$2K ﹤0.01%
805
2471
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22
+7
2472
$2K ﹤0.01%
100
2473
$2K ﹤0.01%
804
+7
2474
$2K ﹤0.01%
+200
2475
$2K ﹤0.01%
902
97 98
99
100 101