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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
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
3426
– –
-11
3427
– –
-999
3428
– –
-300
3429
– –
-245
3430
– –
-4,009
3431
$0 ﹤0.01%
1,628
3432
– –
-2,509
3433
– –
-13,933
3434
$0 ﹤0.01%
38
3435
$0 ﹤0.01%
50
3436
$0 ﹤0.01%
168
+2
3437
$0 ﹤0.01%
28
-10
3438
$0 ﹤0.01%
7
-3
3439
$0 ﹤0.01%
85
3440
– –
-295
3441
$0 ﹤0.01%
5
-2
3442
– –
-1,768
3443
$0 ﹤0.01%
+7
3444
– –
-140
3445
– –
-903
3446
– –
0
3447
$0 ﹤0.01%
+11
3448
$0 ﹤0.01%
+200
3449
$0 ﹤0.01%
+31,500
3450
– –
-3
134 135 136 137
138