SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
1351
$103K ﹤0.01%
406
-37
1352
$103K ﹤0.01%
731
+716
1353
$103K ﹤0.01%
9,647
-1,705
1354
$103K ﹤0.01%
3,459
+59
1355
$102K ﹤0.01%
3,240
+490
1356
$102K ﹤0.01%
4,025
-12,737
1357
$102K ﹤0.01%
+678
1358
$101K ﹤0.01%
+2,963
1359
$101K ﹤0.01%
1,042
+8
1360
$101K ﹤0.01%
766
-60
1361
$101K ﹤0.01%
+5,009
1362
$101K ﹤0.01%
4,878
+4,728
1363
$100K ﹤0.01%
6,092
+3,958
1364
$100K ﹤0.01%
1,034
+990
1365
$100K ﹤0.01%
1,992
1366
$100K ﹤0.01%
737
+473
1367
$100K ﹤0.01%
808
-115
1368
$99K ﹤0.01%
514
+191
1369
$99K ﹤0.01%
1,150
+850
1370
$99K ﹤0.01%
8,728
+5,002
1371
$98K ﹤0.01%
1,059
-10,708
1372
$98K ﹤0.01%
1,970
-395
1373
$98K ﹤0.01%
+1,105
1374
$97K ﹤0.01%
57
+11
1375
$97K ﹤0.01%
255
-139
53 54
55
56 57