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
1651
$51K ﹤0.01%
984
1652
$51K ﹤0.01%
+2
1653
$50K ﹤0.01%
+1,879
1654
$50K ﹤0.01%
+1,073
1655
$50K ﹤0.01%
186
-10
1656
$50K ﹤0.01%
1,075
+84
1657
$50K ﹤0.01%
1,489
+267
1658
$50K ﹤0.01%
970
1659
$50K ﹤0.01%
252
+96
1660
$49K ﹤0.01%
777
-31
1661
$49K ﹤0.01%
290
+150
1662
$49K ﹤0.01%
2,807
-1,816
1663
$49K ﹤0.01%
213
+128
1664
$49K ﹤0.01%
+4,505
1665
$49K ﹤0.01%
867
+352
1666
$49K ﹤0.01%
583
+61
1667
$48K ﹤0.01%
472
-233
1668
$48K ﹤0.01%
+4,573
1669
$48K ﹤0.01%
706
1670
$48K ﹤0.01%
1,037
+897
1671
$48K ﹤0.01%
1,385
-1,205
1672
$48K ﹤0.01%
820
+432
1673
$48K ﹤0.01%
2,155
+200
1674
$47K ﹤0.01%
401
+66
1675
$47K ﹤0.01%
658
-942
65 66
67
68 69