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
2801
$2K ﹤0.01%
62
+1
2802
$2K ﹤0.01%
670
2803
$2K ﹤0.01%
32
2804
$2K ﹤0.01%
500
2805
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18
-2
2806
$2K ﹤0.01%
11
-50
2807
$2K ﹤0.01%
+14
2808
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15
2809
$2K ﹤0.01%
162
-5
2810
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303
2811
$2K ﹤0.01%
11
+1
2812
$2K ﹤0.01%
3
2813
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32
2814
$2K ﹤0.01%
+1,000
2815
$2K ﹤0.01%
70
-240
2816
$2K ﹤0.01%
100
-5
2817
$2K ﹤0.01%
+38
2818
$2K ﹤0.01%
8
-30
2819
$2K ﹤0.01%
+100
2820
$2K ﹤0.01%
294
-405
2821
$2K ﹤0.01%
805
2822
$2K ﹤0.01%
101
+1
2823
$2K ﹤0.01%
32
2824
$2K ﹤0.01%
902
2825
$2K ﹤0.01%
+30
111 112
113
114 115