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
1826
$33K ﹤0.01%
400
+300
1827
$33K ﹤0.01%
800
-27
1828
$33K ﹤0.01%
444
+348
1829
$33K ﹤0.01%
898
+693
1830
$33K ﹤0.01%
+764
1831
$32K ﹤0.01%
+1,050
1832
$32K ﹤0.01%
+1,700
1833
$32K ﹤0.01%
+990
1834
$32K ﹤0.01%
+2,000
1835
$32K ﹤0.01%
317
1836
$32K ﹤0.01%
382
+64
1837
$32K ﹤0.01%
987
-385
1838
$32K ﹤0.01%
324
-348
1839
$32K ﹤0.01%
728
-5,281
1840
$32K ﹤0.01%
+1,292
1841
$32K ﹤0.01%
2,273
1842
$32K ﹤0.01%
128
+71
1843
$31K ﹤0.01%
1,273
+479
1844
$31K ﹤0.01%
2,512
+1,057
1845
$31K ﹤0.01%
1,703
+913
1846
$31K ﹤0.01%
438
-10
1847
$31K ﹤0.01%
2,311
1848
$31K ﹤0.01%
425
+343
1849
$31K ﹤0.01%
900
1850
$31K ﹤0.01%
3,698
+341
72 73
74
75 76