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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
3301
$0 ﹤0.01%
+40
3302
$0 ﹤0.01%
+4
3303
$0 ﹤0.01%
14
-1
3304
$0 ﹤0.01%
2
3305
$0 ﹤0.01%
38
3306
– –
-140
3307
– –
-13,000
3308
$0 ﹤0.01%
17
+2
3309
$0 ﹤0.01%
14
-4
3310
– –
-500
3311
– –
-100
3312
– –
0
3313
– –
-650
3314
– –
0
3315
$0 ﹤0.01%
+11
3316
– –
-208
3317
$0 ﹤0.01%
31
-7,171
3318
$0 ﹤0.01%
+100
3319
– –
-46
3320
– –
0
3321
$0 ﹤0.01%
85
-1,000
3322
– –
-12
3323
– –
-154
3324
– –
-1
3325
$0 ﹤0.01%
8
131 132
133
134 135