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
+$17.1M
2
+$17M
3
+$14.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.3M

Top Sells

1
+$25.7M
2
+$6.33M
3
+$5.13M
4
GLL icon
ProShares UltraShort Gold
GLL
+$4.89M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.26M

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
2226
– –
-13
2227
$1K ﹤0.01%
97
2228
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37
2229
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3
2230
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25
2231
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55
2232
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101
2233
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102
-296
2234
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74
2235
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26
2236
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173
-73
2237
$1K ﹤0.01%
483
2238
$1K ﹤0.01%
15
2239
$1K ﹤0.01%
+21
2240
$1K ﹤0.01%
28
2241
$1K ﹤0.01%
19
-95
2242
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56
2243
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103
2244
$1K ﹤0.01%
40
-55
2245
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109
2246
$1K ﹤0.01%
13
2247
$1K ﹤0.01%
29
2248
$1K ﹤0.01%
63
2249
$1K ﹤0.01%
45
-22
2250
$1K ﹤0.01%
40
+5
88 89
90
91 92