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
2951
$1K ﹤0.01%
20
2952
$1K ﹤0.01%
76
-1,193
2953
$1K ﹤0.01%
+15
2954
$1K ﹤0.01%
+14
2955
$1K ﹤0.01%
+9
2956
$1K ﹤0.01%
7
-8
2957
$1K ﹤0.01%
8
-48
2958
$1K ﹤0.01%
77
-634
2959
$1K ﹤0.01%
102
2960
$1K ﹤0.01%
+19
2961
$1K ﹤0.01%
18
-99
2962
$1K ﹤0.01%
+500
2963
$1K ﹤0.01%
30
-1
2964
$1K ﹤0.01%
+45
2965
$1K ﹤0.01%
164
-26
2966
$1K ﹤0.01%
29
2967
$1K ﹤0.01%
105
+2
2968
$1K ﹤0.01%
2
-49
2969
$1K ﹤0.01%
3
2970
$1K ﹤0.01%
+35
2971
$1K ﹤0.01%
6
-2,240
2972
$1K ﹤0.01%
+25
2973
$1K ﹤0.01%
+1
2974
$1K ﹤0.01%
+26
2975
$1K ﹤0.01%
+5
117 118
119
120 121