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
2851
$2K ﹤0.01%
+20
2852
$2K ﹤0.01%
+80
2853
$2K ﹤0.01%
+50
2854
$2K ﹤0.01%
+400
2855
$2K ﹤0.01%
+271
2856
$2K ﹤0.01%
+242
2857
$2K ﹤0.01%
727
2858
$2K ﹤0.01%
26
-1
2859
$2K ﹤0.01%
+75
2860
$2K ﹤0.01%
+150
2861
$2K ﹤0.01%
133
2862
$2K ﹤0.01%
19
+13
2863
$2K ﹤0.01%
49
+46
2864
$2K ﹤0.01%
+300
2865
$2K ﹤0.01%
133
2866
$2K ﹤0.01%
100
2867
$2K ﹤0.01%
150
-1,175
2868
$2K ﹤0.01%
+1,000
2869
$2K ﹤0.01%
14
2870
$2K ﹤0.01%
147
-2,798
2871
$2K ﹤0.01%
+240
2872
$2K ﹤0.01%
196
-12
2873
$2K ﹤0.01%
86
-885
2874
$2K ﹤0.01%
+14
2875
$1K ﹤0.01%
30
-1
113 114
115
116 117