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
2276
$1K ﹤0.01%
+67
2277
$1K ﹤0.01%
138
+2
2278
$1K ﹤0.01%
18
2279
$1K ﹤0.01%
44
2280
$1K ﹤0.01%
100
2281
$1K ﹤0.01%
27
2282
$1K ﹤0.01%
31
2283
$1K ﹤0.01%
67
-170
2284
$1K ﹤0.01%
33
2285
$1K ﹤0.01%
61
-45
2286
$1K ﹤0.01%
23
+1
2287
$1K ﹤0.01%
112
2288
$1K ﹤0.01%
335
2289
$1K ﹤0.01%
+200
2290
$1K ﹤0.01%
99
2291
$1K ﹤0.01%
6
-584
2292
$1K ﹤0.01%
6
2293
$1K ﹤0.01%
2,945
2294
$1K ﹤0.01%
102
+14
2295
$1K ﹤0.01%
168
2296
$1K ﹤0.01%
21
+7
2297
$1K ﹤0.01%
69
-5,000
2298
$1K ﹤0.01%
8
2299
$1K ﹤0.01%
15
-61
2300
$1K ﹤0.01%
18
-14
90 91
92
93 94