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
1451
$83K ﹤0.01%
1,558
-2,502
1452
$83K ﹤0.01%
+2,700
1453
$83K ﹤0.01%
+2,687
1454
$82K ﹤0.01%
1,031
-460
1455
$82K ﹤0.01%
2,031
+1,309
1456
$82K ﹤0.01%
2,018
+1,805
1457
$82K ﹤0.01%
1,421
+1,015
1458
$82K ﹤0.01%
3,185
-65
1459
$82K ﹤0.01%
3,748
-638
1460
$81K ﹤0.01%
2,059
+81
1461
$81K ﹤0.01%
756
-74
1462
$81K ﹤0.01%
1,570
1463
$81K ﹤0.01%
5,227
+5,100
1464
$81K ﹤0.01%
573
+1
1465
$81K ﹤0.01%
1,918
1466
$81K ﹤0.01%
3,172
+3,040
1467
$80K ﹤0.01%
1,830
-1,570
1468
$80K ﹤0.01%
+685
1469
$80K ﹤0.01%
1,442
-408
1470
$80K ﹤0.01%
2,258
1471
$80K ﹤0.01%
+8,775
1472
$80K ﹤0.01%
2,260
+235
1473
$79K ﹤0.01%
+7,017
1474
$79K ﹤0.01%
481
+30
1475
$79K ﹤0.01%
884
+28
57 58
59
60 61