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
1751
$39K ﹤0.01%
+733
1752
$39K ﹤0.01%
245
-257
1753
$39K ﹤0.01%
1,117
+15
1754
$39K ﹤0.01%
2,059
1755
$39K ﹤0.01%
857
+710
1756
$39K ﹤0.01%
1,062
+146
1757
$39K ﹤0.01%
995
+103
1758
$39K ﹤0.01%
2,434
-282
1759
$39K ﹤0.01%
729
-65
1760
$39K ﹤0.01%
472
1761
$38K ﹤0.01%
487
+69
1762
$38K ﹤0.01%
4,024
+6
1763
$38K ﹤0.01%
116
-431
1764
$38K ﹤0.01%
1,387
+129
1765
$38K ﹤0.01%
+1,650
1766
$38K ﹤0.01%
287
+14
1767
$38K ﹤0.01%
50
-30
1768
$38K ﹤0.01%
600
1769
$38K ﹤0.01%
+1,056
1770
$37K ﹤0.01%
475
-14
1771
$37K ﹤0.01%
+910
1772
$37K ﹤0.01%
900
1773
$37K ﹤0.01%
750
1774
$37K ﹤0.01%
+2,200
1775
$37K ﹤0.01%
+1,114
69 70
71
72 73