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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
2526
$0 ﹤0.01%
2
-3,510
2527
$0 ﹤0.01%
8
+4
2528
$0 ﹤0.01%
6
2529
$0 ﹤0.01%
17
2530
– –
-39
2531
– –
-26,437
2532
– –
-12
2533
– –
-68
2534
$0 ﹤0.01%
102
2535
– –
-100
2536
$0 ﹤0.01%
100
2537
$0 ﹤0.01%
+87
2538
– –
-90
2539
– –
-11,470
2540
– –
-23,652
2541
– –
-21,956
2542
– –
-4
2543
– –
0
2544
– –
-441
2545
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-108
2546
$0 ﹤0.01%
15
-290
2547
$0 ﹤0.01%
9
2548
$0 ﹤0.01%
10
-500
2549
– –
-50
2550
$0 ﹤0.01%
33
100 101
102
103 104