SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
2051
$20K ﹤0.01%
659
+525
2052
$20K ﹤0.01%
2,283
+241
2053
$20K ﹤0.01%
200
2054
$20K ﹤0.01%
824
-452
2055
$20K ﹤0.01%
387
+55
2056
$20K ﹤0.01%
213
+98
2057
$20K ﹤0.01%
133
-23
2058
$20K ﹤0.01%
290
-11
2059
$20K ﹤0.01%
+686
2060
$20K ﹤0.01%
+773
2061
$20K ﹤0.01%
1,156
2062
$20K ﹤0.01%
+428
2063
$19K ﹤0.01%
258
-11
2064
$19K ﹤0.01%
1,977
+731
2065
$19K ﹤0.01%
250
2066
$19K ﹤0.01%
275
+6
2067
$19K ﹤0.01%
1,798
2068
$19K ﹤0.01%
+411
2069
$19K ﹤0.01%
+112
2070
$19K ﹤0.01%
1,757
+529
2071
$19K ﹤0.01%
1,000
2072
$19K ﹤0.01%
1,254
+4
2073
$19K ﹤0.01%
42
+4
2074
$19K ﹤0.01%
439
+11
2075
$19K ﹤0.01%
+447
81 82
83
84 85