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
+$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%
137
2527
$6K ﹤0.01%
82
2528
$6K ﹤0.01%
21
+19
2529
$6K ﹤0.01%
172
-1
2530
$6K ﹤0.01%
+160
2531
$6K ﹤0.01%
600
2532
$6K ﹤0.01%
142
2533
$6K ﹤0.01%
125
-92
2534
$6K ﹤0.01%
138
-993
2535
$6K ﹤0.01%
120
2536
$6K ﹤0.01%
+200
2537
$6K ﹤0.01%
+176
2538
$6K ﹤0.01%
+130
2539
$6K ﹤0.01%
496
-466
2540
$6K ﹤0.01%
+118
2541
$6K ﹤0.01%
+250
2542
$6K ﹤0.01%
+134
2543
$6K ﹤0.01%
388
2544
$6K ﹤0.01%
89
+1
2545
$6K ﹤0.01%
30
2546
$6K ﹤0.01%
+71
2547
$6K ﹤0.01%
+122
2548
$6K ﹤0.01%
+176
2549
$6K ﹤0.01%
389
+9
2550
$6K ﹤0.01%
+124
100 101
102
103 104