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
776
$350K 0.01%
6,854
+163
777
$348K 0.01%
7,183
-771
778
$346K 0.01%
15,591
+127
779
$346K 0.01%
11,498
+636
780
$346K 0.01%
33,668
+32,066
781
$345K 0.01%
7,728
+4,168
782
$344K 0.01%
4,389
-115
783
$343K 0.01%
3,047
-2,045
784
$343K 0.01%
6,020
+13
785
$343K 0.01%
32,970
+31,555
786
$342K 0.01%
3,913
-266
787
$341K 0.01%
14,012
+109
788
$341K 0.01%
3,557
-184
789
$341K 0.01%
5,625
+3,225
790
$340K 0.01%
3,885
+1
791
$339K 0.01%
5,565
+3,281
792
$338K 0.01%
868
+251
793
$336K 0.01%
574
-373
794
$336K 0.01%
11,900
795
$333K 0.01%
2,072
-26
796
$333K 0.01%
+9,566
797
$333K 0.01%
+23,000
798
$333K 0.01%
553
+470
799
$333K 0.01%
7,933
+2,575
800
$330K 0.01%
11,386
+11,377
30 31
32
33 34