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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
2551
– –
-4,372
2552
– –
-8
2553
– –
-1,529
2554
$0 ﹤0.01%
64
2555
– –
-500
2556
– –
-6,300
2557
– –
-176
2558
– –
-150
2559
– –
-1,012
2560
– –
-134
2561
– –
-1,900
2562
$0 ﹤0.01%
31
2563
– –
-2,012
2564
– –
-300
2565
– –
-1
2566
– –
-200
2567
$0 ﹤0.01%
+30
2568
– –
-62
2569
$0 ﹤0.01%
50
2570
$0 ﹤0.01%
20
+7
2571
$0 ﹤0.01%
+2
2572
– –
-392
2573
– –
0
2574
– –
-78
2575
– –
-2,400
101 102
103
104 105