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
2151
$2K ﹤0.01%
154
2152
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20
2153
$2K ﹤0.01%
+55
2154
$2K ﹤0.01%
142
-90
2155
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91
2156
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+70
2157
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76
+46
2158
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94
-82
2159
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63
2160
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112
2161
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18
2162
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137
2163
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75
2164
$2K ﹤0.01%
146
+60
2165
$2K ﹤0.01%
11
+4
2166
$2K ﹤0.01%
3
2167
$2K ﹤0.01%
10
2168
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+100
2169
$2K ﹤0.01%
12
-32
2170
$2K ﹤0.01%
37
2171
$2K ﹤0.01%
10
-7
2172
$2K ﹤0.01%
29
-86
2173
$2K ﹤0.01%
+212
2174
$2K ﹤0.01%
500
2175
$2K ﹤0.01%
1,150
-799
85 86
87
88 89