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
3026
$1K ﹤0.01%
+4
3027
$1K ﹤0.01%
+20
3028
$1K ﹤0.01%
500
3029
$1K ﹤0.01%
28
-26
3030
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+260
3031
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+18
3032
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5
3033
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370
3034
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20
-868
3035
$1K ﹤0.01%
50
3036
$1K ﹤0.01%
+25
3037
$1K ﹤0.01%
41
3038
$1K ﹤0.01%
18
+13
3039
$1K ﹤0.01%
10
-3
3040
$1K ﹤0.01%
100
-400
3041
$1K ﹤0.01%
200
-604
3042
$1K ﹤0.01%
41
3043
$1K ﹤0.01%
+18
3044
$1K ﹤0.01%
14
3045
$1K ﹤0.01%
70
+6
3046
$1K ﹤0.01%
11
-46
3047
$1K ﹤0.01%
15
-182
3048
$1K ﹤0.01%
+5
3049
$1K ﹤0.01%
+33
3050
$1K ﹤0.01%
2
120 121
122
123 124