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
351
$1.26M 0.04%
31,720
+9,665
352
$1.26M 0.04%
44,416
+1,198
353
$1.24M 0.04%
25,363
+10,574
354
$1.22M 0.04%
10,442
-9,979
355
$1.22M 0.04%
12,356
-87
356
$1.21M 0.04%
9,116
-4,644
357
$1.2M 0.04%
103,446
+50,822
358
$1.2M 0.04%
6,171
+541
359
$1.2M 0.04%
35,369
+30,762
360
$1.19M 0.04%
10,151
+1,582
361
$1.19M 0.04%
57,526
+55,819
362
$1.19M 0.04%
31,487
+797
363
$1.19M 0.04%
41,706
+3,309
364
$1.19M 0.04%
98,020
+96,020
365
$1.18M 0.04%
18,900
-1,157
366
$1.18M 0.04%
6,475
-527
367
$1.17M 0.04%
10,992
+2,343
368
$1.17M 0.04%
61,903
+1,788
369
$1.17M 0.04%
23,265
+568
370
$1.17M 0.04%
39,075
-173
371
$1.16M 0.04%
+5,587
372
$1.15M 0.04%
8,114
-262
373
$1.15M 0.04%
42,332
+5,076
374
$1.15M 0.04%
45,391
+41,619
375
$1.14M 0.04%
8,257
+309
13 14
15
16 17