SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
+$17.3M
2
+$17.3M
3
+$16.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$13M

Top Sells

1
+$25.9M
2
+$6.33M
3
+$5.22M
4
GLL icon
ProShares UltraShort Gold
GLL
+$4.89M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.24M

Sector Composition

1 Technology 9.2%
2 Healthcare 5.22%
3 Financials 5.08%
4 Consumer Staples 4.94%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$6K ﹤0.01%
+202
1852
$6K ﹤0.01%
348
-65
1853
$6K ﹤0.01%
+388
1854
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86
1855
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150
1856
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666
1857
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127
1858
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45
+24
1859
$6K ﹤0.01%
+264
1860
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609
1861
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91
1862
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221
-160
1863
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5
1864
$6K ﹤0.01%
+1,039
1865
$6K ﹤0.01%
120
-570
1866
$6K ﹤0.01%
+436
1867
$6K ﹤0.01%
213
1868
$5K ﹤0.01%
+200
1869
$5K ﹤0.01%
+5
1870
$5K ﹤0.01%
43
1871
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76
1872
$5K ﹤0.01%
20
-114
1873
$5K ﹤0.01%
85
1874
$5K ﹤0.01%
28
-75
1875
$5K ﹤0.01%
125
-10
73 74
75
76 77