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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
3076
– –
-132
3077
– –
-314
3078
– –
-30
3079
$0 ﹤0.01%
10
-32
3080
– –
-15
3081
$0 ﹤0.01%
3
-2
3082
– –
-1,529
3083
$0 ﹤0.01%
109
3084
$0 ﹤0.01%
3
3085
$0 ﹤0.01%
1
3086
$0 ﹤0.01%
+27
3087
– –
0
3088
– –
-7,695
3089
$0 ﹤0.01%
+20
3090
– –
-19,034
3091
– –
-1
3092
– –
-3,000
3093
$0 ﹤0.01%
+70
3094
– –
-341
3095
$0 ﹤0.01%
12
3096
$0 ﹤0.01%
2
3097
– –
-1,143
3098
– –
-26
3099
– –
-1
3100
– –
-5
122 123
124
125 126