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
2651
$4K ﹤0.01%
26
-194
2652
$4K ﹤0.01%
53
+16
2653
$4K ﹤0.01%
255
2654
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23
2655
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116
-1,102
2656
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990
+80
2657
$4K ﹤0.01%
16
-25
2658
$4K ﹤0.01%
46
-1,144
2659
$4K ﹤0.01%
1,475
+550
2660
$4K ﹤0.01%
60
2661
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34
-88
2662
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21
2663
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465
+15
2664
$4K ﹤0.01%
306
-61
2665
$4K ﹤0.01%
+247
2666
$4K ﹤0.01%
+105
2667
$4K ﹤0.01%
64
-11
2668
$4K ﹤0.01%
60
-75
2669
$4K ﹤0.01%
600
2670
$4K ﹤0.01%
100
+92
2671
$4K ﹤0.01%
89
2672
$4K ﹤0.01%
175
2673
$4K ﹤0.01%
76
2674
$4K ﹤0.01%
+62
2675
$4K ﹤0.01%
+34
105 106
107
108 109