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
2651
$4K ﹤0.01%
537
-16,525
2652
$4K ﹤0.01%
88
-90
2653
$4K ﹤0.01%
60
-35
2654
$4K ﹤0.01%
116
-5,739
2655
$4K ﹤0.01%
56
2656
$4K ﹤0.01%
100
2657
$4K ﹤0.01%
+52
2658
– –
0
2659
$4K ﹤0.01%
77
+1
2660
$4K ﹤0.01%
+200
2661
$4K ﹤0.01%
26
-194
2662
$4K ﹤0.01%
53
+16
2663
$4K ﹤0.01%
255
2664
$4K ﹤0.01%
23
2665
$4K ﹤0.01%
116
-1,102
2666
$4K ﹤0.01%
990
+80
2667
$4K ﹤0.01%
16
-25
2668
$4K ﹤0.01%
+105
2669
$4K ﹤0.01%
64
-11
2670
$4K ﹤0.01%
60
-75
2671
$4K ﹤0.01%
600
2672
$4K ﹤0.01%
100
+92
2673
$4K ﹤0.01%
89
2674
$4K ﹤0.01%
175
2675
$4K ﹤0.01%
76
105 106
107
108 109