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
$2.87B
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1
+$70.4M
2
+$18.5M
3
+$10.7M
4
QID icon
ProShares UltraShort QQQ
QID
+$10.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.1M

Top Sells

1
+$9.16M
2
+$9.1M
3
+$6.73M
4
QLD icon
ProShares Ultra QQQ
QLD
+$6.29M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$5.94M

Sector Composition

1 Technology 8.27%
2 Financials 6.3%
3 Consumer Staples 5.8%
4 Healthcare 4.8%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$6K ﹤0.01%
+331
2552
$6K ﹤0.01%
+694
2553
$6K ﹤0.01%
710
+275
2554
$6K ﹤0.01%
+211
2555
$6K ﹤0.01%
183
2556
$6K ﹤0.01%
147
2557
$6K ﹤0.01%
+137
2558
$6K ﹤0.01%
85
+75
2559
$5K ﹤0.01%
+124
2560
$5K ﹤0.01%
+166
2561
$5K ﹤0.01%
50
-30
2562
$5K ﹤0.01%
+175
2563
$5K ﹤0.01%
380
2564
$5K ﹤0.01%
90
2565
$5K ﹤0.01%
+10
2566
$5K ﹤0.01%
627
-113
2567
$5K ﹤0.01%
636
2568
$5K ﹤0.01%
286
-53
2569
$5K ﹤0.01%
+167
2570
$5K ﹤0.01%
99
-606
2571
$5K ﹤0.01%
+319
2572
$5K ﹤0.01%
158
-1,550
2573
$5K ﹤0.01%
152
+52
2574
$5K ﹤0.01%
+145
2575
$5K ﹤0.01%
64
101 102
103
104 105