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
1876
$29K ﹤0.01%
834
+435
1877
$29K ﹤0.01%
123
-8
1878
$29K ﹤0.01%
988
-726
1879
$29K ﹤0.01%
+472
1880
$29K ﹤0.01%
248
-520
1881
$29K ﹤0.01%
377
+369
1882
$29K ﹤0.01%
414
+2
1883
$29K ﹤0.01%
2,007
+147
1884
$29K ﹤0.01%
+2,086
1885
$29K ﹤0.01%
635
1886
$29K ﹤0.01%
600
1887
$29K ﹤0.01%
+4,051
1888
$29K ﹤0.01%
+544
1889
$29K ﹤0.01%
337
-160
1890
$29K ﹤0.01%
846
-822
1891
$29K ﹤0.01%
1,089
-762
1892
$28K ﹤0.01%
+2,023
1893
$28K ﹤0.01%
+1,980
1894
$28K ﹤0.01%
+875
1895
$28K ﹤0.01%
+948
1896
$28K ﹤0.01%
407
1897
$28K ﹤0.01%
4,335
+490
1898
$28K ﹤0.01%
1,000
1899
$28K ﹤0.01%
532
+361
1900
$28K ﹤0.01%
192
-12
74 75
76
77 78