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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
3226
– –
-286
3227
– –
-80
3228
$0 ﹤0.01%
16
-8
3229
– –
-5,000
3230
– –
-10
3231
– –
-38
3232
– –
-292
3233
– –
-278
3234
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-447
3235
$0 ﹤0.01%
50
3236
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3237
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-33
3238
$0 ﹤0.01%
+15
3239
$0 ﹤0.01%
+100
3240
$0 ﹤0.01%
6
-2
3241
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3242
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3243
$0 ﹤0.01%
44
3244
$0 ﹤0.01%
+15
3245
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-4,000
3246
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3247
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3248
$0 ﹤0.01%
10
-11
3249
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-520
3250
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0
128 129
130
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