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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
3051
$1K ﹤0.01%
395
3052
$1K ﹤0.01%
115
-7,765
3053
$1K ﹤0.01%
+100
3054
$1K ﹤0.01%
+125
3055
$1K ﹤0.01%
27
3056
$1K ﹤0.01%
+26
3057
$1K ﹤0.01%
+35
3058
$1K ﹤0.01%
61
3059
$1K ﹤0.01%
+100
3060
$1K ﹤0.01%
375
3061
$1K ﹤0.01%
100
3062
$1K ﹤0.01%
+32
3063
$1K ﹤0.01%
9
3064
$1K ﹤0.01%
100
-448
3065
$1K ﹤0.01%
20
-118
3066
$1K ﹤0.01%
+17
3067
$1K ﹤0.01%
21
3068
$0 ﹤0.01%
50
3069
– –
-11,286
3070
– –
-75,663
3071
$0 ﹤0.01%
3
3072
$0 ﹤0.01%
32
-4
3073
– –
-4,602
3074
– –
-100
3075
– –
-228
121 122
123
124 125