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
2326
$1K ﹤0.01%
25
2327
$1K ﹤0.01%
48
2328
$1K ﹤0.01%
16
-1,260
2329
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29
+5
2330
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92
2331
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100
2332
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19
2333
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+23
2334
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50
2335
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34
2336
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37
2337
$1K ﹤0.01%
68
2338
$1K ﹤0.01%
450
2339
$1K ﹤0.01%
79
2340
$1K ﹤0.01%
61
2341
$1K ﹤0.01%
21
2342
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41
2343
$1K ﹤0.01%
126
+52
2344
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13
-96
2345
$1K ﹤0.01%
30
+11
2346
$1K ﹤0.01%
+16
2347
$1K ﹤0.01%
213
2348
$1K ﹤0.01%
9
-10
2349
$1K ﹤0.01%
24
-128
2350
$1K ﹤0.01%
174
92 93
94
95 96