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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
3401
– –
-2,231
3402
– –
0
3403
$0 ﹤0.01%
+25
3404
– –
-220
3405
– –
-1,600
3406
$0 ﹤0.01%
+50
3407
– –
-8,428
3408
– –
-772
3409
– –
-230
3410
– –
-158
3411
– –
-2,424
3412
– –
-5,272
3413
– –
-33
3414
– –
-88
3415
– –
-49
3416
– –
-112
3417
– –
-42
3418
– –
-2,382
3419
– –
-335
3420
– –
-231
3421
– –
-4,000
3422
– –
-282
3423
– –
-32
3424
– –
-1,065
3425
– –
-25
134 135 136
137
138