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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
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 5.79%
4 Healthcare 4.8%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2976
$1K ﹤0.01%
70
+6
2977
$1K ﹤0.01%
44
-184
2978
$1K ﹤0.01%
15
-182
2979
$1K ﹤0.01%
+5
2980
$1K ﹤0.01%
+33
2981
$1K ﹤0.01%
2
2982
$1K ﹤0.01%
6
-18
2983
$1K ﹤0.01%
23
2984
$1K ﹤0.01%
27
-4
2985
$1K ﹤0.01%
+5
2986
$1K ﹤0.01%
200
2987
$1K ﹤0.01%
75
-4
2988
$1K ﹤0.01%
20
2989
$1K ﹤0.01%
+100
2990
$1K ﹤0.01%
4
-572
2991
$1K ﹤0.01%
+15
2992
$1K ﹤0.01%
+16
2993
$1K ﹤0.01%
+28
2994
$1K ﹤0.01%
+11
2995
$1K ﹤0.01%
15
-1
2996
$1K ﹤0.01%
49
-128
2997
$1K ﹤0.01%
+175
2998
$1K ﹤0.01%
+19
2999
$1K ﹤0.01%
+16
3000
$1K ﹤0.01%
11
118 119
120
121 122