SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
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
+$18.8M
2
+$12.6M
3
+$11M
4
FLO icon
Flowers Foods
FLO
+$10.3M
5
QID icon
ProShares UltraShort QQQ
QID
+$9.06M

Top Sells

1
+$8.45M
2
+$8.09M
3
+$6.98M
4
QLD icon
ProShares Ultra QQQ
QLD
+$6.67M
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$5.98M

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
2476
$7K ﹤0.01%
+200
2477
$7K ﹤0.01%
+180
2478
$7K ﹤0.01%
+154
2479
$7K ﹤0.01%
83
2480
$7K ﹤0.01%
+1,160
2481
$7K ﹤0.01%
1,635
2482
$7K ﹤0.01%
110
+43
2483
$7K ﹤0.01%
+1,487
2484
$7K ﹤0.01%
+724
2485
$7K ﹤0.01%
80
-4
2486
$7K ﹤0.01%
75
2487
$7K ﹤0.01%
+345
2488
$7K ﹤0.01%
+926
2489
$7K ﹤0.01%
1,052
+332
2490
$7K ﹤0.01%
+308
2491
$7K ﹤0.01%
+3,000
2492
$7K ﹤0.01%
324
-16
2493
$7K ﹤0.01%
219
-26
2494
$6K ﹤0.01%
638
-87
2495
$6K ﹤0.01%
+62
2496
$6K ﹤0.01%
33
2497
$6K ﹤0.01%
179
-134
2498
$6K ﹤0.01%
+112
2499
$6K ﹤0.01%
+91
2500
$6K ﹤0.01%
201
-139
98 99
100
101 102