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
826
$316K 0.01%
6,480
+3,286
827
$315K 0.01%
+16,577
828
$315K 0.01%
9,617
+720
829
$314K 0.01%
5,130
-1,180
830
$313K 0.01%
3,288
+2,457
831
$313K 0.01%
9,150
+2,643
832
$312K 0.01%
12,162
+432
833
$312K 0.01%
3,332
-472
834
$311K 0.01%
2,622
+272
835
$310K 0.01%
7,577
+7,164
836
$309K 0.01%
7,385
+2,429
837
$308K 0.01%
1,869
-138
838
$307K 0.01%
2,579
-77
839
$307K 0.01%
5,328
+1
840
$304K 0.01%
11,855
+79
841
$303K 0.01%
1,909
-66
842
$303K 0.01%
4,840
+2,615
843
$303K 0.01%
5,341
+263
844
$302K 0.01%
4,568
-9,738
845
$301K 0.01%
3,575
+2,080
846
$301K 0.01%
632
+25
847
$301K 0.01%
2,492
+2,136
848
$300K 0.01%
21,886
+10,018
849
$300K 0.01%
22,337
+5,919
850
$299K 0.01%
15,461
+15,355
32 33
34
35 36