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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
2751
– –
-123
2752
– –
-7
2753
– –
-30
2754
– –
-7,498
2755
– –
-1,562
2756
– –
-30
2757
$0 ﹤0.01%
20
2758
– –
-44
2759
$0 ﹤0.01%
+1
2760
– –
-356
2761
– –
-5,865
2762
– –
-45,712
2763
$0 ﹤0.01%
269
2764
– –
-12,400
2765
$0 ﹤0.01%
25
2766
$0 ﹤0.01%
119
2767
– –
-2,217
2768
$0 ﹤0.01%
16
2769
– –
-12
2770
$0 ﹤0.01%
31
2771
– –
-3,000
2772
– –
-18,000
2773
$0 ﹤0.01%
10
2774
– –
-1,780
2775
$0 ﹤0.01%
8
109 110
111
112 113