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
1426
$86K ﹤0.01%
362
-292
1427
$86K ﹤0.01%
+5,005
1428
$86K ﹤0.01%
10,730
+395
1429
$86K ﹤0.01%
1,616
+364
1430
$86K ﹤0.01%
+6,028
1431
$86K ﹤0.01%
+6,625
1432
$86K ﹤0.01%
1,221
-197
1433
$85K ﹤0.01%
1,425
1434
$85K ﹤0.01%
270
-21
1435
$85K ﹤0.01%
731
-73
1436
$85K ﹤0.01%
+8,397
1437
$85K ﹤0.01%
2,883
-575
1438
$84K ﹤0.01%
680
+676
1439
$84K ﹤0.01%
1,600
1440
$84K ﹤0.01%
+850
1441
$84K ﹤0.01%
875
+274
1442
$84K ﹤0.01%
3,250
+1,396
1443
$84K ﹤0.01%
219
-237
1444
$84K ﹤0.01%
273
+132
1445
$84K ﹤0.01%
1,217
-497
1446
$83K ﹤0.01%
2,857
-845
1447
$83K ﹤0.01%
118
+27
1448
$83K ﹤0.01%
2,427
-22
1449
$83K ﹤0.01%
1,022
+900
1450
$83K ﹤0.01%
383
+56
56 57
58
59 60