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
1626
$53K ﹤0.01%
+1,229
1627
$53K ﹤0.01%
3,220
+294
1628
$53K ﹤0.01%
244
+24
1629
$53K ﹤0.01%
1,747
+1,032
1630
$53K ﹤0.01%
678
-2,542
1631
$53K ﹤0.01%
7,858
+2,931
1632
$53K ﹤0.01%
468
-214
1633
$53K ﹤0.01%
6,396
-572
1634
$52K ﹤0.01%
432
-720
1635
$52K ﹤0.01%
+1,560
1636
$52K ﹤0.01%
2,399
+311
1637
$52K ﹤0.01%
+1,944
1638
$52K ﹤0.01%
9,197
1639
$52K ﹤0.01%
1,062
-444
1640
$52K ﹤0.01%
3,685
-443
1641
$51K ﹤0.01%
1,480
1642
$51K ﹤0.01%
3,000
1643
$51K ﹤0.01%
823
+782
1644
$51K ﹤0.01%
2,079
-1,211
1645
$51K ﹤0.01%
6,309
-1,334
1646
$51K ﹤0.01%
160
+55
1647
$51K ﹤0.01%
569
1648
$51K ﹤0.01%
+540
1649
$51K ﹤0.01%
3,640
+620
1650
$51K ﹤0.01%
1,008
+239
64 65
66
67 68