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
2726
$3K ﹤0.01%
56
-56
2727
$3K ﹤0.01%
+8
2728
$3K ﹤0.01%
+255
2729
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+207
2730
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+226
2731
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11
-24
2732
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23
-12
2733
$3K ﹤0.01%
10
2734
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+63
2735
$3K ﹤0.01%
106
-11
2736
$3K ﹤0.01%
377
-59
2737
$3K ﹤0.01%
+100
2738
$3K ﹤0.01%
200
2739
$3K ﹤0.01%
+82
2740
$3K ﹤0.01%
+171
2741
$3K ﹤0.01%
200
2742
$3K ﹤0.01%
+19
2743
$3K ﹤0.01%
61
-66
2744
$3K ﹤0.01%
34
2745
$3K ﹤0.01%
28
-1,422
2746
$3K ﹤0.01%
29
2747
$3K ﹤0.01%
42
-25
2748
$3K ﹤0.01%
84
-123
2749
$3K ﹤0.01%
+152
2750
$3K ﹤0.01%
+23
108 109
110
111 112