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
1551
$62K ﹤0.01%
727
-277
1552
$62K ﹤0.01%
786
+26
1553
$62K ﹤0.01%
1,000
1554
$62K ﹤0.01%
11,901
+3,821
1555
$62K ﹤0.01%
1,151
+71
1556
$62K ﹤0.01%
931
+147
1557
$62K ﹤0.01%
686
-48
1558
$62K ﹤0.01%
323
+265
1559
$62K ﹤0.01%
2,647
+510
1560
$61K ﹤0.01%
+300
1561
$61K ﹤0.01%
2,003
+743
1562
$61K ﹤0.01%
552
-1,118
1563
$61K ﹤0.01%
+6,829
1564
$61K ﹤0.01%
+1,773
1565
$61K ﹤0.01%
615
-23
1566
$61K ﹤0.01%
780
-167
1567
$60K ﹤0.01%
860
+271
1568
$60K ﹤0.01%
2,158
+2,114
1569
$60K ﹤0.01%
4,676
+1,360
1570
$60K ﹤0.01%
2,610
1571
$60K ﹤0.01%
328
-58
1572
$60K ﹤0.01%
511
-206
1573
$59K ﹤0.01%
1,266
-8,104
1574
$59K ﹤0.01%
+3,000
1575
$59K ﹤0.01%
1,365
+87
61 62
63
64 65