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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
2676
$0 ﹤0.01%
15
2677
– –
0
2678
$0 ﹤0.01%
+15
2679
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-230
2680
$0 ﹤0.01%
18
2681
$0 ﹤0.01%
9
2682
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-3,245
2683
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2684
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2685
$0 ﹤0.01%
8
2686
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0
2687
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-8,124
2688
$0 ﹤0.01%
38
2689
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-4
2690
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27
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2691
$0 ﹤0.01%
31
2692
$0 ﹤0.01%
5
2693
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2694
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-4,506
2695
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-245
2696
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-1,526
2697
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2698
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2699
$0 ﹤0.01%
8
2700
– –
-488
106 107
108
109 110