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
2926
$1K ﹤0.01%
27
2927
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+26
2928
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+35
2929
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61
2930
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+100
2931
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375
2932
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2933
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2934
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9
2935
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100
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2936
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20
-118
2937
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2938
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2939
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+100
2940
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+30
2941
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2942
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16
+10
2943
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27
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2944
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60
-41
2945
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+10
2946
$1K ﹤0.01%
50
-2,532
2947
$1K ﹤0.01%
181
-78
2948
$1K ﹤0.01%
+47
2949
$1K ﹤0.01%
+15
2950
$1K ﹤0.01%
9
-11
116 117
118
119 120