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
2576
$5K ﹤0.01%
734
2577
$5K ﹤0.01%
182
+172
2578
$5K ﹤0.01%
84
-6
2579
$5K ﹤0.01%
+212
2580
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+376
2581
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250
2582
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48
-90
2583
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14
2584
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29
-415
2585
$5K ﹤0.01%
+305
2586
$5K ﹤0.01%
+148
2587
$5K ﹤0.01%
1,156
-298
2588
$5K ﹤0.01%
+100
2589
$5K ﹤0.01%
+544
2590
$5K ﹤0.01%
107
2591
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295
2592
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51
-49
2593
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70
2594
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+210
2595
$5K ﹤0.01%
+85
2596
$5K ﹤0.01%
33
-12
2597
$5K ﹤0.01%
1,000
2598
$5K ﹤0.01%
112
2599
$5K ﹤0.01%
+265
2600
$5K ﹤0.01%
85
102 103
104
105 106