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
2926
$1K ﹤0.01%
28
-26
2927
$1K ﹤0.01%
+260
2928
$1K ﹤0.01%
+18
2929
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5
2930
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370
2931
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20
-868
2932
$1K ﹤0.01%
50
2933
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+25
2934
$1K ﹤0.01%
41
2935
$1K ﹤0.01%
18
+13
2936
$1K ﹤0.01%
10
-3
2937
$1K ﹤0.01%
100
-400
2938
$1K ﹤0.01%
200
-604
2939
$1K ﹤0.01%
41
2940
$1K ﹤0.01%
+18
2941
$1K ﹤0.01%
14
2942
$1K ﹤0.01%
70
+6
2943
$1K ﹤0.01%
11
-46
2944
$1K ﹤0.01%
15
-182
2945
$1K ﹤0.01%
+5
2946
$1K ﹤0.01%
+33
2947
$1K ﹤0.01%
103
2948
$1K ﹤0.01%
6
-18
2949
$1K ﹤0.01%
23
2950
$1K ﹤0.01%
27
-4
116 117
118
119 120