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
1576
$59K ﹤0.01%
1,086
-272
1577
$59K ﹤0.01%
1,287
+3
1578
$59K ﹤0.01%
962
+703
1579
$59K ﹤0.01%
+19,813
1580
$59K ﹤0.01%
325
+6
1581
$59K ﹤0.01%
2,803
-3,685
1582
$59K ﹤0.01%
1,244
1583
$59K ﹤0.01%
2,227
-336
1584
$59K ﹤0.01%
2,250
+719
1585
$59K ﹤0.01%
2,394
+2,068
1586
$59K ﹤0.01%
+547
1587
$59K ﹤0.01%
+4,500
1588
$58K ﹤0.01%
2,789
-1,148
1589
$58K ﹤0.01%
2,194
+362
1590
$58K ﹤0.01%
1,402
+33
1591
$58K ﹤0.01%
507
-23,057
1592
$58K ﹤0.01%
764
+707
1593
$58K ﹤0.01%
315
+305
1594
$58K ﹤0.01%
294
+6
1595
$58K ﹤0.01%
4,215
+5
1596
$58K ﹤0.01%
+3,702
1597
$57K ﹤0.01%
1,419
+669
1598
$57K ﹤0.01%
+3,163
1599
$57K ﹤0.01%
5,480
+4,492
1600
$57K ﹤0.01%
291
+59
62 63
64
65 66