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
1826
$33K ﹤0.01%
400
+300
1827
$33K ﹤0.01%
800
-27
1828
$33K ﹤0.01%
444
+348
1829
$33K ﹤0.01%
898
+693
1830
$33K ﹤0.01%
+764
1831
$32K ﹤0.01%
+1,050
1832
$32K ﹤0.01%
+1,700
1833
$32K ﹤0.01%
+990
1834
$32K ﹤0.01%
+2,000
1835
$32K ﹤0.01%
317
1836
$32K ﹤0.01%
382
+64
1837
$32K ﹤0.01%
987
-385
1838
$32K ﹤0.01%
324
-348
1839
$32K ﹤0.01%
728
-5,281
1840
$32K ﹤0.01%
+1,292
1841
$32K ﹤0.01%
2,273
1842
$32K ﹤0.01%
128
+71
1843
$31K ﹤0.01%
1,273
+479
1844
$31K ﹤0.01%
2,512
+1,057
1845
$31K ﹤0.01%
1,703
+913
1846
$31K ﹤0.01%
438
-10
1847
$31K ﹤0.01%
2,311
1848
$31K ﹤0.01%
564
+455
1849
$31K ﹤0.01%
900
1850
$31K ﹤0.01%
3,698
+341
72 73
74
75 76