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
2426
$7K ﹤0.01%
196
+53
2427
$7K ﹤0.01%
+144
2428
$7K ﹤0.01%
+250
2429
$7K ﹤0.01%
136
2430
$7K ﹤0.01%
101
+82
2431
$7K ﹤0.01%
325
2432
$7K ﹤0.01%
398
+74
2433
$7K ﹤0.01%
75
2434
$7K ﹤0.01%
115
-21
2435
$7K ﹤0.01%
+105
2436
$7K ﹤0.01%
100
-32
2437
$7K ﹤0.01%
125
+105
2438
$7K ﹤0.01%
327
2439
$7K ﹤0.01%
72
-12
2440
$7K ﹤0.01%
+180
2441
$7K ﹤0.01%
+100
2442
$7K ﹤0.01%
529
+264
2443
$7K ﹤0.01%
457
+20
2444
$7K ﹤0.01%
+425
2445
$7K ﹤0.01%
174
+3
2446
$7K ﹤0.01%
100
2447
$7K ﹤0.01%
+148
2448
$7K ﹤0.01%
179
+161
2449
$7K ﹤0.01%
+212
2450
$7K ﹤0.01%
+202
96 97
98
99 100