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
1276
$122K ﹤0.01%
1,929
-572
1277
$122K ﹤0.01%
990
+751
1278
$121K ﹤0.01%
+20,900
1279
$121K ﹤0.01%
1,640
-12
1280
$121K ﹤0.01%
+8,300
1281
$120K ﹤0.01%
894
-165
1282
$120K ﹤0.01%
836
+479
1283
$120K ﹤0.01%
431
+128
1284
$120K ﹤0.01%
4,099
-4,358
1285
$120K ﹤0.01%
4,588
+3,709
1286
$119K ﹤0.01%
2,420
-3,800
1287
$119K ﹤0.01%
1,817
+1,617
1288
$119K ﹤0.01%
+6,400
1289
$119K ﹤0.01%
4,319
+875
1290
$119K ﹤0.01%
733
-735
1291
$118K ﹤0.01%
+1,731
1292
$118K ﹤0.01%
3,010
+16
1293
$118K ﹤0.01%
20,000
1294
$118K ﹤0.01%
+743
1295
$117K ﹤0.01%
2,126
-883
1296
$117K ﹤0.01%
902
-65,125
1297
$117K ﹤0.01%
823
-125
1298
$117K ﹤0.01%
2,420
+16
1299
$116K ﹤0.01%
1,578
-1,610
1300
$116K ﹤0.01%
439
-175
50 51
52
53 54