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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
2776
– –
-971
2777
$0 ﹤0.01%
+5
2778
$0 ﹤0.01%
25
+5
2779
$0 ﹤0.01%
2
2780
$0 ﹤0.01%
1,628
2781
$0 ﹤0.01%
9
2782
$0 ﹤0.01%
19
2783
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2784
$0 ﹤0.01%
+11
2785
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-78
2786
$0 ﹤0.01%
1
2787
$0 ﹤0.01%
+100
2788
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-400
2789
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-668
2790
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0
2791
$0 ﹤0.01%
1
2792
$0 ﹤0.01%
+2,762
2793
– –
-60
2794
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-41
2795
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-565
2796
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2797
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2798
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2799
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-6,866
2800
– –
-2,000
109 110 111
112
113