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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
2651
– –
-174
2652
$0 ﹤0.01%
4
2653
$0 ﹤0.01%
1
2654
– –
-15,000
2655
$0 ﹤0.01%
4
2656
– –
-168
2657
– –
-3,016
2658
– –
-4,055
2659
– –
-18,592
2660
– –
-73
2661
– –
-10
2662
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0
2663
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-600
2664
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0
2665
$0 ﹤0.01%
25
2666
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-3,882
2667
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-186
2668
$0 ﹤0.01%
1
2669
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-259
2670
$0 ﹤0.01%
40
-501
2671
$0 ﹤0.01%
22
2672
$0 ﹤0.01%
+20
2673
– –
-228
2674
$0 ﹤0.01%
4
2675
– –
-127
105 106
107
108 109