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
2376
$1K ﹤0.01%
16
2377
$1K ﹤0.01%
94
2378
$1K ﹤0.01%
200
2379
$1K ﹤0.01%
65
+3
2380
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221
-1
2381
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11
2382
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18
-701
2383
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122
2384
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83
+46
2385
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302
2386
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57
2387
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7
2388
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7
2389
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145
2390
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24
2391
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105
+17
2392
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7
2393
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10
-80
2394
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7
2395
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69
-26
2396
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20
2397
$1K ﹤0.01%
20
2398
$1K ﹤0.01%
16
-46
2399
$1K ﹤0.01%
7
2400
$1K ﹤0.01%
93
+6
94 95
96
97 98