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
2951
$1K ﹤0.01%
+5
2952
$1K ﹤0.01%
200
2953
$1K ﹤0.01%
75
-4
2954
$1K ﹤0.01%
20
2955
$1K ﹤0.01%
+100
2956
$1K ﹤0.01%
4
-572
2957
$1K ﹤0.01%
+300
2958
$1K ﹤0.01%
+16
2959
$1K ﹤0.01%
+28
2960
$1K ﹤0.01%
+11
2961
$1K ﹤0.01%
15
-1
2962
$1K ﹤0.01%
49
-128
2963
$1K ﹤0.01%
+175
2964
$1K ﹤0.01%
+19
2965
$1K ﹤0.01%
+16
2966
$1K ﹤0.01%
11
2967
$1K ﹤0.01%
105
-17
2968
$1K ﹤0.01%
36
-402
2969
$1K ﹤0.01%
+13
2970
$1K ﹤0.01%
37
2971
$1K ﹤0.01%
+11
2972
$1K ﹤0.01%
23
2973
$1K ﹤0.01%
222
+200
2974
$1K ﹤0.01%
+20
2975
$1K ﹤0.01%
+33
117 118
119
120 121