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
1951
$25K ﹤0.01%
11
+4
1952
$25K ﹤0.01%
578
+15
1953
$25K ﹤0.01%
351
+349
1954
$25K ﹤0.01%
625
-226
1955
$25K ﹤0.01%
+138
1956
$25K ﹤0.01%
533
+8
1957
$25K ﹤0.01%
1,104
-51
1958
$25K ﹤0.01%
22
-17
1959
$25K ﹤0.01%
1,490
-6,268
1960
$24K ﹤0.01%
+493
1961
$24K ﹤0.01%
+436
1962
$24K ﹤0.01%
59
+23
1963
$24K ﹤0.01%
+746
1964
$24K ﹤0.01%
263
1965
$24K ﹤0.01%
450
1966
$24K ﹤0.01%
+744
1967
$24K ﹤0.01%
1,685
1968
$24K ﹤0.01%
202
+2
1969
$24K ﹤0.01%
561
-2,053
1970
$24K ﹤0.01%
+124
1971
$24K ﹤0.01%
1,695
1972
$24K ﹤0.01%
347
1973
$24K ﹤0.01%
414
1974
$24K ﹤0.01%
248
-300
1975
$24K ﹤0.01%
271
77 78
79
80 81