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
1801
$35K ﹤0.01%
+3,715
1802
$35K ﹤0.01%
1,086
-424
1803
$35K ﹤0.01%
1,210
+1,000
1804
$35K ﹤0.01%
338
-1
1805
$35K ﹤0.01%
639
+562
1806
$35K ﹤0.01%
357
-251
1807
$35K ﹤0.01%
+2,500
1808
$35K ﹤0.01%
1,020
+585
1809
$35K ﹤0.01%
+408
1810
$34K ﹤0.01%
10,614
-3
1811
$34K ﹤0.01%
+687
1812
$34K ﹤0.01%
500
1813
$34K ﹤0.01%
1,278
+478
1814
$34K ﹤0.01%
335
-667
1815
$34K ﹤0.01%
649
-144
1816
$34K ﹤0.01%
3,131
-26
1817
$34K ﹤0.01%
152
-92
1818
$34K ﹤0.01%
365
+100
1819
$34K ﹤0.01%
240
-22
1820
$34K ﹤0.01%
114
-51
1821
$34K ﹤0.01%
+3,000
1822
$33K ﹤0.01%
492
-382
1823
$33K ﹤0.01%
275
1824
$33K ﹤0.01%
1,728
+1,554
1825
$33K ﹤0.01%
598
71 72
73
74 75