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
2376
$1K ﹤0.01%
7
2377
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7
2378
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145
2379
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24
2380
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105
+17
2381
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2382
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10
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2383
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7
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69
-26
2385
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20
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2388
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7
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93
+6
2390
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12
-33
2391
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30
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2393
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17
-26
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40
2395
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9
2396
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22
2397
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82
+23
2398
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15
2399
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50
2400
$1K ﹤0.01%
112
+16
94 95
96
97 98