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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,837
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$17M
3
+$14.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.3M

Top Sells

1
+$25.7M
2
+$6.33M
3
+$5.13M
4
GLL icon
ProShares UltraShort Gold
GLL
+$4.89M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M

Sector Composition

1 Technology 9.2%
2 Healthcare 5.22%
3 Financials 5.08%
4 Consumer Staples 4.93%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-75
2502
$0 ﹤0.01%
6
2503
– –
-17
2504
– –
-25
2505
– –
-607
2506
– –
-21
2507
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-7
2508
– –
-261
2509
$0 ﹤0.01%
1
-1
2510
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-100
2511
– –
-8
2512
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-2,247
2513
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-270
2514
– –
-1,353
2515
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2516
$0 ﹤0.01%
12
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2517
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0
2518
$0 ﹤0.01%
8
2519
$0 ﹤0.01%
18
+4
2520
– –
-40
2521
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-340
2522
– –
-2,448
2523
– –
-16
2524
$0 ﹤0.01%
+3
2525
$0 ﹤0.01%
2
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99 100
101
102 103