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
1951
$25K ﹤0.01%
578
+15
1952
$25K ﹤0.01%
351
+349
1953
$25K ﹤0.01%
625
-226
1954
$25K ﹤0.01%
+138
1955
$25K ﹤0.01%
533
+8
1956
$25K ﹤0.01%
1,104
-51
1957
$25K ﹤0.01%
22
-17
1958
$25K ﹤0.01%
1,490
-6,268
1959
$25K ﹤0.01%
+718
1960
$24K ﹤0.01%
+493
1961
$24K ﹤0.01%
+436
1962
$24K ﹤0.01%
59
+23
1963
$24K ﹤0.01%
+746
1964
$24K ﹤0.01%
263
1965
$24K ﹤0.01%
450
1966
$24K ﹤0.01%
+744
1967
$24K ﹤0.01%
1,685
1968
$24K ﹤0.01%
202
+2
1969
$24K ﹤0.01%
347
1970
$24K ﹤0.01%
414
1971
$24K ﹤0.01%
248
-300
1972
$24K ﹤0.01%
271
1973
$24K ﹤0.01%
779
-703
1974
$24K ﹤0.01%
270
+94
1975
$24K ﹤0.01%
1,226
+500
77 78
79
80 81