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
2901
$1K ﹤0.01%
27
2902
$1K ﹤0.01%
63
-24
2903
$1K ﹤0.01%
23
-6
2904
$1K ﹤0.01%
122
2905
$1K ﹤0.01%
+2
2906
$1K ﹤0.01%
40
-1,400
2907
$1K ﹤0.01%
157
-26
2908
$1K ﹤0.01%
64
2909
$1K ﹤0.01%
24
2910
$1K ﹤0.01%
19
2911
$1K ﹤0.01%
6
-29
2912
$1K ﹤0.01%
64
-364
2913
$1K ﹤0.01%
22
2914
$1K ﹤0.01%
112
2915
$1K ﹤0.01%
10
-46
2916
$1K ﹤0.01%
+60
2917
$1K ﹤0.01%
+19
2918
$1K ﹤0.01%
+12
2919
$1K ﹤0.01%
+27
2920
$1K ﹤0.01%
16
-54
2921
$1K ﹤0.01%
4
-22
2922
$1K ﹤0.01%
+30
2923
$1K ﹤0.01%
+4
2924
$1K ﹤0.01%
+20
2925
$1K ﹤0.01%
500
115 116
117
118 119