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
2701
$3K ﹤0.01%
+200
2702
$3K ﹤0.01%
26
2703
$3K ﹤0.01%
52
2704
$3K ﹤0.01%
455
-3,511
2705
$3K ﹤0.01%
450
2706
$3K ﹤0.01%
209
-9
2707
$3K ﹤0.01%
26
2708
$3K ﹤0.01%
49
2709
$3K ﹤0.01%
160
2710
$3K ﹤0.01%
+295
2711
$3K ﹤0.01%
+100
2712
$3K ﹤0.01%
+140
2713
$3K ﹤0.01%
153
-100
2714
$3K ﹤0.01%
+300
2715
$3K ﹤0.01%
52
+13
2716
$3K ﹤0.01%
+120
2717
$3K ﹤0.01%
+111
2718
$3K ﹤0.01%
+59
2719
$3K ﹤0.01%
+100
2720
$3K ﹤0.01%
+53
2721
$3K ﹤0.01%
+240
2722
$3K ﹤0.01%
22
-2,178
2723
$3K ﹤0.01%
+80
2724
$3K ﹤0.01%
+205
2725
$3K ﹤0.01%
224
+2
107 108
109
110 111