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
2376
$1K ﹤0.01%
31
2377
$1K ﹤0.01%
67
-170
2378
$1K ﹤0.01%
33
2379
$1K ﹤0.01%
61
-45
2380
$1K ﹤0.01%
23
+1
2381
$1K ﹤0.01%
112
2382
$1K ﹤0.01%
335
2383
$1K ﹤0.01%
+200
2384
$1K ﹤0.01%
99
2385
$1K ﹤0.01%
6
-584
2386
$1K ﹤0.01%
6
2387
$1K ﹤0.01%
2,945
2388
$1K ﹤0.01%
102
+14
2389
$1K ﹤0.01%
168
2390
$1K ﹤0.01%
21
+7
2391
$1K ﹤0.01%
13
2392
$1K ﹤0.01%
8
-2
2393
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9
2394
$1K ﹤0.01%
21
-160
2395
$1K ﹤0.01%
25
2396
$1K ﹤0.01%
50
2397
$1K ﹤0.01%
162
2398
$1K ﹤0.01%
22
2399
$1K ﹤0.01%
25
2400
$1K ﹤0.01%
48
94 95
96
97 98