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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
2601
– –
-750
2602
$0 ﹤0.01%
50
2603
$0 ﹤0.01%
4
2604
$0 ﹤0.01%
11
2605
– –
0
2606
$0 ﹤0.01%
14
2607
$0 ﹤0.01%
35
2608
– –
-22,294
2609
– –
-84
2610
– –
-2
2611
$0 ﹤0.01%
31
2612
$0 ﹤0.01%
44
2613
– –
-420
2614
– –
0
2615
– –
-2,080
2616
$0 ﹤0.01%
10
-4
2617
– –
0
2618
$0 ﹤0.01%
12
2619
$0 ﹤0.01%
+8
2620
– –
-1,771
2621
– –
-51
2622
– –
-46
2623
– –
-1,085
2624
– –
-556
2625
$0 ﹤0.01%
7
103 104
105
106 107