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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
3376
– –
-609
3377
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0
3378
$0 ﹤0.01%
+8
3379
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-20
3380
$0 ﹤0.01%
6
3381
– –
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3382
$0 ﹤0.01%
+50
3383
$0 ﹤0.01%
17
-25
3384
$0 ﹤0.01%
+9
3385
$0 ﹤0.01%
+9
3386
$0 ﹤0.01%
+50
3387
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-46
3388
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-1,000
3389
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3390
$0 ﹤0.01%
20
3391
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40
-2,750
3392
$0 ﹤0.01%
1
3393
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-100
3394
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-380
3395
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3396
$0 ﹤0.01%
249
3397
$0 ﹤0.01%
4
-150
3398
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-10
3399
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-600
3400
$0 ﹤0.01%
119
134 135
136
137 138