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
2851
$2K ﹤0.01%
25
2852
$2K ﹤0.01%
123
+48
2853
$2K ﹤0.01%
+20
2854
$2K ﹤0.01%
+80
2855
$2K ﹤0.01%
+50
2856
$2K ﹤0.01%
+400
2857
$2K ﹤0.01%
+271
2858
$2K ﹤0.01%
+242
2859
$2K ﹤0.01%
727
2860
$2K ﹤0.01%
26
-1
2861
$2K ﹤0.01%
+75
2862
$2K ﹤0.01%
+150
2863
$2K ﹤0.01%
133
2864
$2K ﹤0.01%
19
+13
2865
$2K ﹤0.01%
49
+46
2866
$2K ﹤0.01%
+300
2867
$2K ﹤0.01%
133
2868
$2K ﹤0.01%
100
2869
$2K ﹤0.01%
150
-1,175
2870
$2K ﹤0.01%
+1,000
2871
$2K ﹤0.01%
14
2872
$2K ﹤0.01%
147
-2,798
2873
$2K ﹤0.01%
+240
2874
$1K ﹤0.01%
+100
2875
$1K ﹤0.01%
4
-572
113 114
115
116 117