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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
3001
$1K ﹤0.01%
105
-17
3002
$1K ﹤0.01%
36
-402
3003
$1K ﹤0.01%
+13
3004
$1K ﹤0.01%
37
3005
$1K ﹤0.01%
+11
3006
$1K ﹤0.01%
23
3007
$1K ﹤0.01%
222
+200
3008
$1K ﹤0.01%
+20
3009
$1K ﹤0.01%
+33
3010
$1K ﹤0.01%
+5
3011
$1K ﹤0.01%
28
3012
$1K ﹤0.01%
40
3013
– –
0
3014
$1K ﹤0.01%
+32
3015
$1K ﹤0.01%
+8
3016
$1K ﹤0.01%
20
3017
$1K ﹤0.01%
+7
3018
– –
0
3019
$1K ﹤0.01%
13
3020
$1K ﹤0.01%
2
3021
$1K ﹤0.01%
170
3022
$1K ﹤0.01%
100
3023
$1K ﹤0.01%
22
-15
3024
$1K ﹤0.01%
7
3025
$1K ﹤0.01%
+25
119 120
121
122 123