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
1676
$47K ﹤0.01%
253
-222
1677
$47K ﹤0.01%
2,055
+184
1678
$47K ﹤0.01%
816
-229
1679
$47K ﹤0.01%
954
+404
1680
$47K ﹤0.01%
92
-20
1681
$47K ﹤0.01%
401
+66
1682
$47K ﹤0.01%
658
-942
1683
$46K ﹤0.01%
+1,802
1684
$46K ﹤0.01%
7,000
-5,000
1685
$46K ﹤0.01%
436
+205
1686
$46K ﹤0.01%
1,336
+5
1687
$46K ﹤0.01%
715
-11
1688
$46K ﹤0.01%
1,368
+1,357
1689
$46K ﹤0.01%
2,597
+378
1690
$46K ﹤0.01%
+2,426
1691
$45K ﹤0.01%
6,363
+2,955
1692
$45K ﹤0.01%
453
+79
1693
$45K ﹤0.01%
2,950
+50
1694
$45K ﹤0.01%
+2,375
1695
$45K ﹤0.01%
259
+116
1696
$45K ﹤0.01%
373
-24
1697
$45K ﹤0.01%
1,587
+592
1698
$45K ﹤0.01%
5,669
-85
1699
$45K ﹤0.01%
1,000
+850
1700
$45K ﹤0.01%
839
-1,720
66 67
68
69 70