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
2401
$8K ﹤0.01%
564
-47
2402
$8K ﹤0.01%
+244
2403
$8K ﹤0.01%
77
2404
$8K ﹤0.01%
97
-65
2405
$8K ﹤0.01%
94
2406
$8K ﹤0.01%
188
2407
$8K ﹤0.01%
+392
2408
$8K ﹤0.01%
198
-22
2409
$8K ﹤0.01%
256
-18
2410
$8K ﹤0.01%
+232
2411
$8K ﹤0.01%
388
2412
$8K ﹤0.01%
+116
2413
$8K ﹤0.01%
453
+101
2414
$8K ﹤0.01%
391
2415
$8K ﹤0.01%
+40
2416
$8K ﹤0.01%
1,393
+146
2417
$8K ﹤0.01%
+100
2418
$8K ﹤0.01%
240
-9,862
2419
$8K ﹤0.01%
1,185
+1,085
2420
$8K ﹤0.01%
184
-156
2421
$8K ﹤0.01%
651
2422
$8K ﹤0.01%
107
-1,025
2423
$8K ﹤0.01%
43
2424
$8K ﹤0.01%
3,439
2425
$8K ﹤0.01%
464
+130
95 96
97
98 99