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
$572M
AUM Growth
-$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$43.9M
3
+$19.3M
4
QLD icon
ProShares Ultra QQQ
QLD
+$15.8M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.3M

Top Sells

1
+$48.3M
2
+$46.7M
3
+$41.4M
4
LEXI icon
Alexis Practical Tactical ETF
LEXI
+$39.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$37.2M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.57%
3 Healthcare 2.75%
4 Financials 2.58%
5 Energy 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-14,893
427
– –
-12,642
428
– –
-93,227
429
– –
-13,461
430
– –
-11,286
431
– –
-50,997
432
– –
-24,747
433
– –
-13,746
434
– –
-16,051
435
– –
-141,443
436
– –
-55,782
437
– –
-83,616
438
– –
-50,709
439
– –
-29,304
440
– –
-761,512
441
– –
-44,121
442
– –
-54,026
443
– –
-15,760
444
– –
-394,929
445
– –
-42,922
446
– –
-11,451
447
– –
-15,797
448
– –
-183,950
449
– –
-66,146
450
– –
-247,464
16 17
18
19 20