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
2126
$16K ﹤0.01%
1,083
+244
2127
$16K ﹤0.01%
500
2128
$16K ﹤0.01%
345
-83
2129
$16K ﹤0.01%
413
+220
2130
$16K ﹤0.01%
655
2131
$16K ﹤0.01%
790
-285
2132
$16K ﹤0.01%
906
+606
2133
$16K ﹤0.01%
644
2134
$16K ﹤0.01%
326
2135
$16K ﹤0.01%
+871
2136
$15K ﹤0.01%
162
2137
$15K ﹤0.01%
165
-25
2138
$15K ﹤0.01%
34
+11
2139
$15K ﹤0.01%
200
2140
$15K ﹤0.01%
338
+88
2141
$15K ﹤0.01%
163
-11
2142
$15K ﹤0.01%
220
+20
2143
$15K ﹤0.01%
281
2144
$15K ﹤0.01%
1,050
2145
$15K ﹤0.01%
+1,178
2146
$15K ﹤0.01%
226
-318
2147
$15K ﹤0.01%
+8,364
2148
$15K ﹤0.01%
1,414
+525
2149
$15K ﹤0.01%
1,000
2150
$15K ﹤0.01%
475
+354
84 85
86
87 88