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
2901
$1K ﹤0.01%
52
2902
$1K ﹤0.01%
45
-6
2903
$1K ﹤0.01%
3
2904
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+6
2905
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+7
2906
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100
2907
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3
+2
2908
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20
2909
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34
-33
2910
$1K ﹤0.01%
100
+90
2911
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+100
2912
$1K ﹤0.01%
+100
2913
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+16
2914
$1K ﹤0.01%
25
2915
$1K ﹤0.01%
7
+6
2916
$1K ﹤0.01%
44
2917
$1K ﹤0.01%
+297
2918
$1K ﹤0.01%
+113
2919
$1K ﹤0.01%
71
2920
$1K ﹤0.01%
141
2921
$1K ﹤0.01%
50
2922
$1K ﹤0.01%
25
+7
2923
$1K ﹤0.01%
395
2924
$1K ﹤0.01%
115
-7,765
2925
$1K ﹤0.01%
+125
115 116
117
118 119