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
1076
$192K 0.01%
3,726
+483
1077
$191K 0.01%
+3,354
1078
$191K 0.01%
4,120
-437
1079
$190K 0.01%
1,171
+158
1080
$189K 0.01%
4,383
-56
1081
$189K 0.01%
4,575
-4,160
1082
$189K 0.01%
1,501
-973
1083
$188K 0.01%
1,343
-1,203
1084
$188K 0.01%
3,323
+2,844
1085
$188K 0.01%
376
-126
1086
$188K 0.01%
646
-19
1087
$186K 0.01%
18,150
-74,997
1088
$186K 0.01%
4,024
+1,029
1089
$186K 0.01%
4,813
+3,933
1090
$185K 0.01%
17,198
+21
1091
$185K 0.01%
6,582
+1,498
1092
$185K 0.01%
4,382
-1,135
1093
$185K 0.01%
7,236
+1,924
1094
$185K 0.01%
9,189
-2,391
1095
$185K 0.01%
4,414
+3,892
1096
$184K 0.01%
8,763
1097
$184K 0.01%
1,888
+586
1098
$183K 0.01%
1,618
+483
1099
$183K 0.01%
4,530
+1,043
1100
$182K 0.01%
1,861
+1,322
42 43
44
45 46