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
2776
$3K ﹤0.01%
+100
2777
$2K ﹤0.01%
24
-17
2778
$2K ﹤0.01%
40
2779
$2K ﹤0.01%
+34
2780
$2K ﹤0.01%
37
+17
2781
$2K ﹤0.01%
+85
2782
$2K ﹤0.01%
229
2783
$2K ﹤0.01%
158
2784
$2K ﹤0.01%
+18
2785
$2K ﹤0.01%
+800
2786
$2K ﹤0.01%
23
2787
$2K ﹤0.01%
22
-19
2788
$2K ﹤0.01%
260
-150
2789
$2K ﹤0.01%
79
2790
$2K ﹤0.01%
+27
2791
$2K ﹤0.01%
+25
2792
$2K ﹤0.01%
+23
2793
$2K ﹤0.01%
50
-374
2794
$2K ﹤0.01%
+19
2795
$2K ﹤0.01%
9
-26
2796
$2K ﹤0.01%
100
2797
$2K ﹤0.01%
+115
2798
$2K ﹤0.01%
62
+1
2799
$2K ﹤0.01%
670
2800
$2K ﹤0.01%
32
110 111
112
113 114