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
2526
$6K ﹤0.01%
+160
2527
$6K ﹤0.01%
600
2528
$6K ﹤0.01%
+322
2529
$6K ﹤0.01%
569
-41
2530
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+132
2531
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142
2532
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125
-92
2533
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138
-993
2534
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120
2535
$6K ﹤0.01%
+200
2536
$6K ﹤0.01%
+176
2537
$6K ﹤0.01%
+130
2538
$6K ﹤0.01%
496
-466
2539
$6K ﹤0.01%
+118
2540
$6K ﹤0.01%
+250
2541
$6K ﹤0.01%
+134
2542
$6K ﹤0.01%
388
2543
$6K ﹤0.01%
89
+1
2544
$6K ﹤0.01%
30
2545
$6K ﹤0.01%
+71
2546
$6K ﹤0.01%
+122
2547
$6K ﹤0.01%
+176
2548
$6K ﹤0.01%
389
+9
2549
$6K ﹤0.01%
283
2550
$6K ﹤0.01%
+124
100 101
102
103 104