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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
$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
501
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502
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503
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504
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-11,239
505
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-19,535
506
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-111,745
507
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-31,565
508
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-10,362
509
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-52,521
510
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-20,765
511
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-37,251
512
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-120,468
513
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-56,735
514
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-14,849
515
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516
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-154,224
517
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-40,717
518
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-69,798
519
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-85,663
520
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521
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-270,173
522
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523
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-19,544
524
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-23,853
525
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-48,585
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