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
2276
$1K ﹤0.01%
67
-170
2277
$1K ﹤0.01%
33
2278
$1K ﹤0.01%
61
-45
2279
$1K ﹤0.01%
23
+1
2280
$1K ﹤0.01%
112
2281
$1K ﹤0.01%
335
2282
$1K ﹤0.01%
+200
2283
$1K ﹤0.01%
99
2284
$1K ﹤0.01%
6
-584
2285
$1K ﹤0.01%
6
2286
$1K ﹤0.01%
2,945
2287
$1K ﹤0.01%
102
+14
2288
$1K ﹤0.01%
168
2289
$1K ﹤0.01%
21
+7
2290
$1K ﹤0.01%
8
-2
2291
$1K ﹤0.01%
9
2292
$1K ﹤0.01%
21
-160
2293
$1K ﹤0.01%
31
2294
$1K ﹤0.01%
68
-14
2295
$1K ﹤0.01%
154
-17
2296
$1K ﹤0.01%
+250
2297
$1K ﹤0.01%
+10
2298
$1K ﹤0.01%
24
2299
$1K ﹤0.01%
19
-195
2300
$1K ﹤0.01%
+118
90 91
92
93 94