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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
3101
– –
-41
3102
$0 ﹤0.01%
+40
3103
$0 ﹤0.01%
12
-129
3104
$0 ﹤0.01%
+25
3105
$0 ﹤0.01%
5
3106
– –
-2
3107
$0 ﹤0.01%
8
-3
3108
– –
-3,837
3109
– –
-40
3110
– –
0
3111
$0 ﹤0.01%
3
3112
$0 ﹤0.01%
330
3113
$0 ﹤0.01%
13
3114
$0 ﹤0.01%
80
3115
$0 ﹤0.01%
30
-11,947
3116
– –
-68
3117
– –
-462
3118
– –
0
3119
$0 ﹤0.01%
15
3120
– –
-7,168
3121
– –
-27,270
3122
$0 ﹤0.01%
+11
3123
$0 ﹤0.01%
+4
3124
– –
-200
3125
– –
0
123 124
125
126 127