SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
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
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
2251
$1K ﹤0.01%
55
2252
$1K ﹤0.01%
101
2253
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102
-296
2254
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74
2255
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26
2256
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173
-73
2257
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483
2258
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15
2259
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+207
2260
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28
2261
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19
-95
2262
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56
2263
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103
2264
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40
+5
2265
$1K ﹤0.01%
24
2266
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2267
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60
+1
2268
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58
-29
2269
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+1
2270
$1K ﹤0.01%
1,085
2271
$1K ﹤0.01%
100
2272
$1K ﹤0.01%
2
2273
$1K ﹤0.01%
43
2274
$1K ﹤0.01%
78
+13
2275
$1K ﹤0.01%
25
89 90
91
92 93