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
2701
$3K ﹤0.01%
217
+67
2702
$3K ﹤0.01%
+200
2703
$3K ﹤0.01%
26
2704
$3K ﹤0.01%
52
2705
$3K ﹤0.01%
455
-3,511
2706
$3K ﹤0.01%
450
2707
$3K ﹤0.01%
209
-9
2708
$3K ﹤0.01%
26
2709
$3K ﹤0.01%
49
2710
$3K ﹤0.01%
160
2711
$3K ﹤0.01%
+295
2712
$3K ﹤0.01%
+100
2713
$3K ﹤0.01%
+140
2714
$3K ﹤0.01%
153
-100
2715
$3K ﹤0.01%
+300
2716
$3K ﹤0.01%
52
+13
2717
$3K ﹤0.01%
+120
2718
$3K ﹤0.01%
+111
2719
$3K ﹤0.01%
+59
2720
$3K ﹤0.01%
+100
2721
$3K ﹤0.01%
+53
2722
$3K ﹤0.01%
+240
2723
$3K ﹤0.01%
22
-2,178
2724
$3K ﹤0.01%
+80
2725
$3K ﹤0.01%
+205
107 108
109
110 111