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
3001
$1K ﹤0.01%
+25
3002
$1K ﹤0.01%
+1
3003
$1K ﹤0.01%
+26
3004
$1K ﹤0.01%
+5
3005
$1K ﹤0.01%
+97
3006
$1K ﹤0.01%
11
-2,803
3007
$1K ﹤0.01%
+50
3008
$1K ﹤0.01%
16
+10
3009
$1K ﹤0.01%
27
-142
3010
$1K ﹤0.01%
253
3011
$1K ﹤0.01%
319
3012
$1K ﹤0.01%
+7
3013
$1K ﹤0.01%
+20
3014
$1K ﹤0.01%
100
3015
$1K ﹤0.01%
27
3016
$1K ﹤0.01%
63
-24
3017
$1K ﹤0.01%
23
-6
3018
$1K ﹤0.01%
122
3019
$1K ﹤0.01%
+2
3020
$1K ﹤0.01%
40
-1,400
3021
$1K ﹤0.01%
157
-26
3022
$1K ﹤0.01%
64
3023
$1K ﹤0.01%
24
3024
$1K ﹤0.01%
19
3025
$1K ﹤0.01%
6
-29
119 120
121
122 123