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
1476
$78K ﹤0.01%
+5,600
1477
$78K ﹤0.01%
6,841
+70
1478
$78K ﹤0.01%
2,062
-1,253
1479
$78K ﹤0.01%
413
1480
$78K ﹤0.01%
637
+41
1481
$78K ﹤0.01%
1,265
-374
1482
$77K ﹤0.01%
715
+162
1483
$77K ﹤0.01%
+774
1484
$77K ﹤0.01%
+6,996
1485
$77K ﹤0.01%
2,839
+838
1486
$77K ﹤0.01%
2,709
-1,057
1487
$76K ﹤0.01%
897
-273
1488
$76K ﹤0.01%
2,153
-679
1489
$76K ﹤0.01%
740
+101
1490
$76K ﹤0.01%
15,686
+116
1491
$76K ﹤0.01%
445
-290
1492
$76K ﹤0.01%
1,493
1493
$75K ﹤0.01%
1,508
-327
1494
$75K ﹤0.01%
1,365
-10,347
1495
$75K ﹤0.01%
1,246
+906
1496
$75K ﹤0.01%
776
-779
1497
$75K ﹤0.01%
2,895
+2,882
1498
$75K ﹤0.01%
243
1499
$74K ﹤0.01%
1,618
+1,005
1500
$74K ﹤0.01%
+3,084
58 59
60
61 62