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
1976
$24K ﹤0.01%
779
-703
1977
$24K ﹤0.01%
270
+94
1978
$24K ﹤0.01%
1,226
+500
1979
$24K ﹤0.01%
340
+61
1980
$24K ﹤0.01%
21
1981
$24K ﹤0.01%
+127
1982
$23K ﹤0.01%
1,050
-1,985
1983
$23K ﹤0.01%
1,007
-5
1984
$23K ﹤0.01%
+1,216
1985
$23K ﹤0.01%
59
+41
1986
$23K ﹤0.01%
674
1987
$23K ﹤0.01%
1,350
1988
$23K ﹤0.01%
1,033
+13
1989
– –
0
1990
$23K ﹤0.01%
+860
1991
$23K ﹤0.01%
610
-744
1992
$23K ﹤0.01%
180
-4
1993
$23K ﹤0.01%
934
-159
1994
$23K ﹤0.01%
2,996
+291
1995
$23K ﹤0.01%
1,443
+730
1996
$23K ﹤0.01%
525
1997
$23K ﹤0.01%
1,190
1998
$23K ﹤0.01%
889
+4
1999
$23K ﹤0.01%
+519
2000
$23K ﹤0.01%
+478
78 79
80
81 82