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
1726
$42K ﹤0.01%
340
-94
1727
$42K ﹤0.01%
538
+232
1728
$41K ﹤0.01%
7,700
+416
1729
$41K ﹤0.01%
1,017
+633
1730
$41K ﹤0.01%
521
-203
1731
$41K ﹤0.01%
1,623
+972
1732
$41K ﹤0.01%
772
1733
$41K ﹤0.01%
1,106
+106
1734
$41K ﹤0.01%
1,210
-2,730
1735
$41K ﹤0.01%
279
+6
1736
$40K ﹤0.01%
1,107
1737
$40K ﹤0.01%
510
1738
$40K ﹤0.01%
1,121
+1,057
1739
$40K ﹤0.01%
1,059
+23
1740
$40K ﹤0.01%
3,220
+975
1741
$40K ﹤0.01%
1,600
-4,632
1742
$40K ﹤0.01%
500
1743
$40K ﹤0.01%
6,650
+5,150
1744
$40K ﹤0.01%
2,792
-8
1745
$40K ﹤0.01%
4,311
+362
1746
$40K ﹤0.01%
157
1747
$40K ﹤0.01%
630
+96
1748
$39K ﹤0.01%
433
+133
1749
$39K ﹤0.01%
150
-420
1750
$39K ﹤0.01%
2,565
+667
68 69
70
71 72