We are live on ! Find out more
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
2701
– –
-1,079
2702
– –
0
2703
– –
-1,000
2704
$0 ﹤0.01%
8
2705
$0 ﹤0.01%
25
2706
$0 ﹤0.01%
+8
2707
– –
0
2708
– –
-217
2709
– –
-222
2710
$0 ﹤0.01%
7
2711
– –
-8
2712
$0 ﹤0.01%
5
2713
$0 ﹤0.01%
+7
2714
$0 ﹤0.01%
181
2715
– –
-576
2716
$0 ﹤0.01%
52
2717
$0 ﹤0.01%
23
2718
$0 ﹤0.01%
20
2719
– –
-1,884
2720
$0 ﹤0.01%
+100
2721
$0 ﹤0.01%
+100
2722
$0 ﹤0.01%
1
2723
$0 ﹤0.01%
+18
2724
– –
-40
2725
$0 ﹤0.01%
+1
107 108
109
110 111