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
2326
$1K ﹤0.01%
+16
2327
$1K ﹤0.01%
213
2328
$1K ﹤0.01%
9
-10
2329
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24
-128
2330
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69
-5,000
2331
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8
2332
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15
-61
2333
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18
-14
2334
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6
2335
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174
2336
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18
-27
2337
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58
+1
2338
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148
2339
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44
2340
$1K ﹤0.01%
29
2341
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115
-7
2342
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12
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2343
$1K ﹤0.01%
28
-6,306
2344
$1K ﹤0.01%
500
2345
$1K ﹤0.01%
+33
2346
$1K ﹤0.01%
39
-104
2347
$1K ﹤0.01%
3
-30
2348
$1K ﹤0.01%
32
-45
2349
$1K ﹤0.01%
+41
2350
$1K ﹤0.01%
11
92 93
94
95 96