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
2576
$5K ﹤0.01%
182
+172
2577
$5K ﹤0.01%
84
-6
2578
$5K ﹤0.01%
+212
2579
$5K ﹤0.01%
+376
2580
$5K ﹤0.01%
250
2581
$5K ﹤0.01%
48
-90
2582
$5K ﹤0.01%
14
2583
$5K ﹤0.01%
29
-415
2584
$5K ﹤0.01%
+305
2585
$5K ﹤0.01%
+148
2586
$5K ﹤0.01%
1,156
-298
2587
$5K ﹤0.01%
+100
2588
$5K ﹤0.01%
+544
2589
$5K ﹤0.01%
+124
2590
$5K ﹤0.01%
107
2591
$5K ﹤0.01%
295
2592
$5K ﹤0.01%
51
-49
2593
$5K ﹤0.01%
70
2594
$5K ﹤0.01%
+210
2595
$5K ﹤0.01%
+425
2596
$5K ﹤0.01%
33
-12
2597
$5K ﹤0.01%
1,000
2598
$5K ﹤0.01%
112
2599
$5K ﹤0.01%
+265
2600
$5K ﹤0.01%
85
102 103
104
105 106