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
1376
$97K ﹤0.01%
539
-26
1377
$97K ﹤0.01%
733
-765
1378
$96K ﹤0.01%
+1,300
1379
$96K ﹤0.01%
2,110
-593
1380
$96K ﹤0.01%
+7,952
1381
$96K ﹤0.01%
6,733
+2
1382
$96K ﹤0.01%
10,222
+10,072
1383
$96K ﹤0.01%
501
+7
1384
$96K ﹤0.01%
545
+504
1385
$95K ﹤0.01%
+541
1386
$95K ﹤0.01%
7,552
+1,022
1387
$95K ﹤0.01%
11,147
1388
$95K ﹤0.01%
1,087
-16
1389
$95K ﹤0.01%
372
-68
1390
$95K ﹤0.01%
833
+276
1391
$94K ﹤0.01%
1,230
+1,220
1392
$94K ﹤0.01%
+2,877
1393
$94K ﹤0.01%
+2,874
1394
$94K ﹤0.01%
+7,740
1395
$93K ﹤0.01%
1,964
-1,293
1396
$93K ﹤0.01%
2,676
+12
1397
$93K ﹤0.01%
156
-7
1398
$92K ﹤0.01%
1,661
-1,588
1399
$92K ﹤0.01%
1,838
+6
1400
$92K ﹤0.01%
1,544
54 55
56
57 58