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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$992M
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$22.3M
3
+$17.9M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$16.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.4M

Top Sells

1
+$140M
2
+$55.6M
3
+$43.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.8M
5
QLD icon
ProShares Ultra QQQ
QLD
+$24.7M

Sector Composition

1 Consumer Staples 10.99%
2 Technology 5.99%
3 Healthcare 5.28%
4 Energy 4.25%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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-11,315
452
– –
-10,792
453
– –
-283,720
454
– –
-22,505
455
– –
-16,099
456
– –
-55,791
457
– –
-15,847
458
– –
-15,945
459
– –
-357,690
460
– –
-582,710
461
– –
-9,404
462
– –
-3,028
463
– –
-54,571
464
– –
-49,650
15 16 17 18
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