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
2901
$1K ﹤0.01%
13
2902
$1K ﹤0.01%
2
2903
$1K ﹤0.01%
170
2904
$1K ﹤0.01%
+7
2905
$1K ﹤0.01%
100
2906
$1K ﹤0.01%
3
+2
2907
$1K ﹤0.01%
20
2908
$1K ﹤0.01%
34
-33
2909
$1K ﹤0.01%
100
+90
2910
$1K ﹤0.01%
+100
2911
$1K ﹤0.01%
+100
2912
$1K ﹤0.01%
+16
2913
$1K ﹤0.01%
25
2914
$1K ﹤0.01%
7
+6
2915
$1K ﹤0.01%
44
2916
$1K ﹤0.01%
+297
2917
$1K ﹤0.01%
+113
2918
$1K ﹤0.01%
71
2919
$1K ﹤0.01%
141
2920
$1K ﹤0.01%
50
2921
$1K ﹤0.01%
25
+7
2922
$1K ﹤0.01%
395
2923
$1K ﹤0.01%
115
-7,765
2924
$1K ﹤0.01%
+100
2925
$1K ﹤0.01%
+125
115 116
117
118 119