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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
3326
– –
-3,914
3327
– –
-71
3328
– –
-100
3329
$0 ﹤0.01%
+6
3330
– –
-159
3331
– –
0
3332
– –
0
3333
$0 ﹤0.01%
+1
3334
– –
-100
3335
$0 ﹤0.01%
7
3336
– –
-181
3337
– –
-294
3338
– –
-1,000
3339
$0 ﹤0.01%
+12
3340
$0 ﹤0.01%
+19
3341
$0 ﹤0.01%
27
-4
3342
– –
-18
3343
$0 ﹤0.01%
+10
3344
– –
-4,036
3345
– –
-77
3346
– –
-384
3347
– –
-959
3348
– –
-281
3349
$0 ﹤0.01%
1
3350
– –
0
132 133
134
135 136