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
2226
$12K ﹤0.01%
+312
2227
$12K ﹤0.01%
128
2228
$12K ﹤0.01%
177
-59
2229
$12K ﹤0.01%
+103
2230
$12K ﹤0.01%
300
2231
$12K ﹤0.01%
115
2232
$12K ﹤0.01%
80
2233
$12K ﹤0.01%
2,800
2234
$12K ﹤0.01%
31
-54
2235
$12K ﹤0.01%
467
-7
2236
$12K ﹤0.01%
259
+15
2237
$12K ﹤0.01%
1,039
-35
2238
$12K ﹤0.01%
+231
2239
$12K ﹤0.01%
40
+21
2240
$12K ﹤0.01%
3,230
+2,980
2241
$12K ﹤0.01%
566
-2,800
2242
$12K ﹤0.01%
279
-55
2243
$12K ﹤0.01%
790
-504
2244
$12K ﹤0.01%
504
2245
$12K ﹤0.01%
1,123
+255
2246
$12K ﹤0.01%
1,450
-3,013
2247
$12K ﹤0.01%
+310
2248
$12K ﹤0.01%
185
-25
2249
$12K ﹤0.01%
1,330
2250
$12K ﹤0.01%
975
+403
88 89
90
91 92