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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
2576
$0 ﹤0.01%
54
2577
$0 ﹤0.01%
16
2578
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7
2579
$0 ﹤0.01%
24
2580
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2581
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2582
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2583
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2584
$0 ﹤0.01%
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2585
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2586
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+5
2587
$0 ﹤0.01%
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2588
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2589
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8
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2590
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2591
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2592
$0 ﹤0.01%
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-25
2593
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-9,173
2594
$0 ﹤0.01%
12
2595
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2596
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2598
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2599
$0 ﹤0.01%
13
2600
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102 103
104
105 106