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
2801
$2K ﹤0.01%
+18
2802
$2K ﹤0.01%
+53
2803
$2K ﹤0.01%
23
2804
$2K ﹤0.01%
22
-19
2805
$2K ﹤0.01%
260
-150
2806
$2K ﹤0.01%
+14
2807
$2K ﹤0.01%
79
2808
$2K ﹤0.01%
+27
2809
$2K ﹤0.01%
+4
2810
$2K ﹤0.01%
+23
2811
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50
-374
2812
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+19
2813
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9
-26
2814
$2K ﹤0.01%
100
2815
$2K ﹤0.01%
+115
2816
$2K ﹤0.01%
62
+1
2817
$2K ﹤0.01%
670
2818
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32
2819
$2K ﹤0.01%
500
2820
$2K ﹤0.01%
18
-2
2821
$2K ﹤0.01%
11
-50
2822
$2K ﹤0.01%
+14
2823
$2K ﹤0.01%
15
2824
$2K ﹤0.01%
162
-5
2825
$2K ﹤0.01%
303
111 112
113
114 115