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
2276
$1K ﹤0.01%
49
2277
$1K ﹤0.01%
500
2278
$1K ﹤0.01%
21
2279
$1K ﹤0.01%
166
+19
2280
$1K ﹤0.01%
151
2281
$1K ﹤0.01%
+67
2282
$1K ﹤0.01%
138
+2
2283
$1K ﹤0.01%
18
2284
$1K ﹤0.01%
395
2285
$1K ﹤0.01%
44
2286
$1K ﹤0.01%
6
-584
2287
$1K ﹤0.01%
6
2288
$1K ﹤0.01%
2,945
2289
$1K ﹤0.01%
102
+14
2290
$1K ﹤0.01%
168
2291
$1K ﹤0.01%
21
+7
2292
$1K ﹤0.01%
13
2293
$1K ﹤0.01%
8
-2
2294
$1K ﹤0.01%
9
2295
$1K ﹤0.01%
21
-160
2296
$1K ﹤0.01%
+16
2297
$1K ﹤0.01%
83
+46
2298
$1K ﹤0.01%
25
2299
$1K ﹤0.01%
50
2300
$1K ﹤0.01%
34
90 91
92
93 94