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
701
$438K 0.02%
4,711
-2,150
702
$438K 0.02%
17,458
-38,832
703
$437K 0.02%
3,604
+135
704
$435K 0.02%
15,744
+285
705
$432K 0.02%
15,692
-3
706
$432K 0.02%
3,008
-1,869
707
$431K 0.02%
27,944
+27,799
708
$431K 0.02%
1,568
+888
709
$430K 0.02%
7,167
+1,181
710
$430K 0.02%
3,498
+1,003
711
$429K 0.01%
1,494
-240
712
$429K 0.01%
6,447
+3,452
713
$428K 0.01%
13,744
+9,758
714
$427K 0.01%
31,047
+30,504
715
$424K 0.01%
8,520
+444
716
$423K 0.01%
2,444
-1,352
717
$423K 0.01%
9,495
+3,113
718
$422K 0.01%
13,605
+831
719
$422K 0.01%
13,316
+12,790
720
$419K 0.01%
14,497
+1,445
721
$415K 0.01%
4,918
722
$411K 0.01%
15,010
-20,840
723
$410K 0.01%
16,128
+1,148
724
$404K 0.01%
8,636
+8,546
725
$403K 0.01%
8,131
-1,033
27 28
29
30 31