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%
500
2378
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11
2379
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9
2380
$1K ﹤0.01%
27
2381
$1K ﹤0.01%
93
2382
$1K ﹤0.01%
70
-5,128
2383
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134
2384
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131
-130
2385
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+250
2386
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+10
2387
$1K ﹤0.01%
24
2388
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19
-195
2389
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127
-3
2390
$1K ﹤0.01%
319
2391
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16
2392
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94
2393
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200
2394
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65
+3
2395
$1K ﹤0.01%
221
-1
2396
$1K ﹤0.01%
11
2397
$1K ﹤0.01%
103
2398
$1K ﹤0.01%
60
2399
$1K ﹤0.01%
38
-2,822
2400
$1K ﹤0.01%
18
-701
94 95
96
97 98