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
1651
$51K ﹤0.01%
984
1652
$51K ﹤0.01%
21
+16
1653
$50K ﹤0.01%
+1,879
1654
$50K ﹤0.01%
+1,073
1655
$50K ﹤0.01%
186
-10
1656
$50K ﹤0.01%
1,075
+84
1657
$50K ﹤0.01%
1,420
+255
1658
$50K ﹤0.01%
970
1659
$50K ﹤0.01%
252
+96
1660
$49K ﹤0.01%
740
-29
1661
$49K ﹤0.01%
290
+150
1662
$49K ﹤0.01%
2,807
-1,816
1663
$49K ﹤0.01%
213
+128
1664
$49K ﹤0.01%
+4,505
1665
$49K ﹤0.01%
867
+352
1666
$49K ﹤0.01%
583
+61
1667
$48K ﹤0.01%
472
-233
1668
$48K ﹤0.01%
+4,573
1669
$48K ﹤0.01%
706
1670
$48K ﹤0.01%
1,037
+897
1671
$48K ﹤0.01%
1,385
-1,205
1672
$48K ﹤0.01%
2,155
+200
1673
$48K ﹤0.01%
820
+432
1674
$47K ﹤0.01%
2,381
-719
1675
$47K ﹤0.01%
4,315
-6
65 66
67
68 69