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
2951
$1K ﹤0.01%
130
2952
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95
-10
2953
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+16
2954
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200
-604
2955
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2956
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40
2957
– –
0
2958
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2959
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2960
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2961
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+25
2962
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21
-1,719
2963
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2964
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45
-6
2965
$1K ﹤0.01%
3
2966
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+30
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270
2969
– –
0
2970
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72
-20
2971
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100
2972
$1K ﹤0.01%
18
2973
$1K ﹤0.01%
+34
2974
$1K ﹤0.01%
16
2975
$1K ﹤0.01%
80
117 118
119
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