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
3026
$1K ﹤0.01%
64
-364
3027
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22
3028
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112
3029
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10
-46
3030
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3031
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3032
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+12
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3034
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16
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3035
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4
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3036
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3037
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3038
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+20
3039
$1K ﹤0.01%
500
3040
$1K ﹤0.01%
28
-26
3041
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+260
3042
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+18
3043
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5
3044
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370
3045
$1K ﹤0.01%
20
-868
3046
$1K ﹤0.01%
50
3047
$1K ﹤0.01%
+25
3048
$1K ﹤0.01%
41
3049
$1K ﹤0.01%
18
+13
3050
$1K ﹤0.01%
10
-3
120 121
122
123 124