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
2826
$2K ﹤0.01%
316
2827
$2K ﹤0.01%
43
-35
2828
$2K ﹤0.01%
27
-3
2829
$2K ﹤0.01%
+18
2830
$2K ﹤0.01%
+167
2831
$2K ﹤0.01%
+51
2832
$2K ﹤0.01%
100
2833
$2K ﹤0.01%
41
2834
$2K ﹤0.01%
21
-114
2835
$2K ﹤0.01%
85
-36
2836
$2K ﹤0.01%
30
-88
2837
$2K ﹤0.01%
+27
2838
$2K ﹤0.01%
+50
2839
$2K ﹤0.01%
+146
2840
$2K ﹤0.01%
15
-48
2841
$2K ﹤0.01%
25
2842
$2K ﹤0.01%
483
2843
$2K ﹤0.01%
+75
2844
$2K ﹤0.01%
110
+1
2845
$2K ﹤0.01%
+47
2846
$2K ﹤0.01%
+21
2847
$2K ﹤0.01%
29
-104
2848
$2K ﹤0.01%
1
-2,989
2849
$2K ﹤0.01%
25
2850
$2K ﹤0.01%
123
+48
112 113
114
115 116