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
2826
$2K ﹤0.01%
+18
2827
$2K ﹤0.01%
+167
2828
$2K ﹤0.01%
+51
2829
$2K ﹤0.01%
100
2830
$2K ﹤0.01%
41
2831
$2K ﹤0.01%
21
-114
2832
$2K ﹤0.01%
85
-36
2833
$2K ﹤0.01%
30
-88
2834
$2K ﹤0.01%
+27
2835
$2K ﹤0.01%
+50
2836
$2K ﹤0.01%
+146
2837
$2K ﹤0.01%
15
-48
2838
$2K ﹤0.01%
25
2839
$2K ﹤0.01%
483
2840
$2K ﹤0.01%
28
2841
$2K ﹤0.01%
+63
2842
– –
0
2843
$2K ﹤0.01%
+75
2844
$2K ﹤0.01%
110
+1
2845
$2K ﹤0.01%
+47
2846
$2K ﹤0.01%
+21
2847
$2K ﹤0.01%
29
-104
2848
$2K ﹤0.01%
1
-2,989
2849
$2K ﹤0.01%
25
2850
$2K ﹤0.01%
123
+48
112 113
114
115 116