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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
2801
– –
-245
2802
– –
-257
2803
– –
-4,112
2804
– –
-1,628
2805
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-700
2806
– –
-1,658
2807
– –
-20
2808
– –
-1
2809
$0 ﹤0.01%
85
2810
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-5,580
2811
$0 ﹤0.01%
50
2812
$0 ﹤0.01%
28
2813
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0
2814
$0 ﹤0.01%
10
-3,657
2815
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2816
$0 ﹤0.01%
85
2817
$0 ﹤0.01%
7
2818
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-74
2819
$0 ﹤0.01%
220
-200
2820
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-439
2821
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-3
2822
$0 ﹤0.01%
106
2823
$0 ﹤0.01%
21
2824
– –
-300
2825
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-285
109 110 111 112
113