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
1526
$68K ﹤0.01%
356
+155
1527
$68K ﹤0.01%
995
+8
1528
$67K ﹤0.01%
653
-37
1529
$67K ﹤0.01%
1,256
+1,074
1530
$67K ﹤0.01%
625
+132
1531
$67K ﹤0.01%
443
+1
1532
$67K ﹤0.01%
1,741
+129
1533
$67K ﹤0.01%
+264
1534
$66K ﹤0.01%
1,442
-158
1535
$66K ﹤0.01%
2,475
+409
1536
$66K ﹤0.01%
904
+207
1537
$66K ﹤0.01%
1,597
-1,171
1538
$66K ﹤0.01%
+2,530
1539
$66K ﹤0.01%
+2,563
1540
$65K ﹤0.01%
+648
1541
$65K ﹤0.01%
1,559
+1,558
1542
$65K ﹤0.01%
869
+169
1543
$64K ﹤0.01%
1,182
1544
$64K ﹤0.01%
2,253
-875
1545
$64K ﹤0.01%
329
-142
1546
$64K ﹤0.01%
1,050
+985
1547
$63K ﹤0.01%
5,187
+4,804
1548
$63K ﹤0.01%
267
-74
1549
$63K ﹤0.01%
674
-8
1550
$62K ﹤0.01%
2,963
+348
60 61
62
63 64