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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
3351
$0 ﹤0.01%
18
3352
– –
-500
3353
$0 ﹤0.01%
+32
3354
$0 ﹤0.01%
+5
3355
– –
-314
3356
$0 ﹤0.01%
4
3357
$0 ﹤0.01%
45
-12,535
3358
– –
-40
3359
– –
-1
3360
$0 ﹤0.01%
47
-7
3361
– –
-100
3362
$0 ﹤0.01%
68
3363
– –
-4
3364
$0 ﹤0.01%
+3
3365
$0 ﹤0.01%
56
3366
$0 ﹤0.01%
+7
3367
$0 ﹤0.01%
51
3368
– –
-2
3369
$0 ﹤0.01%
8
3370
$0 ﹤0.01%
+10
3371
– –
-14
3372
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-612
3373
– –
-61
3374
– –
-1,000
3375
$0 ﹤0.01%
2
133 134
135
136 137