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
1601
$57K ﹤0.01%
+2,292
1602
$57K ﹤0.01%
1,577
1603
$56K ﹤0.01%
1,480
-1,062
1604
$56K ﹤0.01%
2,120
+2,050
1605
$56K ﹤0.01%
1,170
-5
1606
$56K ﹤0.01%
+7,594
1607
$56K ﹤0.01%
1,024
+14
1608
$56K ﹤0.01%
1,197
+201
1609
$55K ﹤0.01%
+1,500
1610
$55K ﹤0.01%
2,151
-3,662
1611
$55K ﹤0.01%
5,588
+4,627
1612
$55K ﹤0.01%
640
+408
1613
$54K ﹤0.01%
344
-60
1614
$54K ﹤0.01%
322
+42
1615
$54K ﹤0.01%
982
+103
1616
$54K ﹤0.01%
3,965
+2,029
1617
$54K ﹤0.01%
+1,624
1618
$54K ﹤0.01%
2,776
+226
1619
$54K ﹤0.01%
6,974
+5,479
1620
$54K ﹤0.01%
+597
1621
$53K ﹤0.01%
304
-1,519
1622
$53K ﹤0.01%
2,576
-512
1623
$53K ﹤0.01%
884
-43
1624
$53K ﹤0.01%
1,000
+150
1625
$53K ﹤0.01%
942
-2,411
63 64
65
66 67