SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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 5.8%
4 Healthcare 4.8%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$86K ﹤0.01%
+6,028
1427
$86K ﹤0.01%
4,704
+1,478
1428
$86K ﹤0.01%
835
-1,169
1429
$86K ﹤0.01%
362
-292
1430
$86K ﹤0.01%
+5,005
1431
$86K ﹤0.01%
+6,625
1432
$86K ﹤0.01%
1,221
-197
1433
$85K ﹤0.01%
1,425
1434
$85K ﹤0.01%
270
-21
1435
$85K ﹤0.01%
731
-73
1436
$85K ﹤0.01%
+8,397
1437
$85K ﹤0.01%
2,883
-575
1438
$84K ﹤0.01%
680
+676
1439
$84K ﹤0.01%
1,600
1440
$84K ﹤0.01%
+850
1441
$84K ﹤0.01%
875
+274
1442
$84K ﹤0.01%
273
+132
1443
$84K ﹤0.01%
1,217
-497
1444
$84K ﹤0.01%
3,250
+1,396
1445
$84K ﹤0.01%
219
-237
1446
$83K ﹤0.01%
+2,687
1447
$83K ﹤0.01%
2,857
-845
1448
$83K ﹤0.01%
118
+27
1449
$83K ﹤0.01%
1,022
+900
1450
$83K ﹤0.01%
383
+56
56 57
58
59 60