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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
3201
– –
-8
3202
– –
0
3203
– –
-15,073
3204
– –
-469
3205
$0 ﹤0.01%
6
3206
$0 ﹤0.01%
+1
3207
– –
-608
3208
– –
-17
3209
$0 ﹤0.01%
7
3210
$0 ﹤0.01%
10
3211
$0 ﹤0.01%
14
-4
3212
– –
-2,300
3213
$0 ﹤0.01%
+25
3214
– –
-110
3215
$0 ﹤0.01%
20
3216
– –
-10,532
3217
– –
-24
3218
– –
-317
3219
– –
-24
3220
$0 ﹤0.01%
300
3221
– –
-33
3222
$0 ﹤0.01%
8
3223
– –
-8
3224
– –
-33
3225
– –
-1,000
127 128
129
130 131