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
2351
$1K ﹤0.01%
48
2352
$1K ﹤0.01%
16
-1,260
2353
$1K ﹤0.01%
29
+5
2354
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92
2355
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100
2356
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19
2357
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+23
2358
$1K ﹤0.01%
450
2359
$1K ﹤0.01%
79
2360
$1K ﹤0.01%
61
2361
$1K ﹤0.01%
21
2362
$1K ﹤0.01%
41
2363
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13
-96
2364
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30
+11
2365
$1K ﹤0.01%
213
2366
$1K ﹤0.01%
9
-10
2367
$1K ﹤0.01%
24
-128
2368
$1K ﹤0.01%
69
-5,000
2369
$1K ﹤0.01%
8
2370
$1K ﹤0.01%
15
-61
2371
$1K ﹤0.01%
18
-14
2372
$1K ﹤0.01%
6
2373
$1K ﹤0.01%
174
2374
$1K ﹤0.01%
18
-27
2375
$1K ﹤0.01%
58
+1
93 94
95
96 97