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
2101
$17K ﹤0.01%
1,299
-366
2102
$17K ﹤0.01%
792
+723
2103
$17K ﹤0.01%
+510
2104
$17K ﹤0.01%
972
-83
2105
$17K ﹤0.01%
34
-52
2106
$17K ﹤0.01%
564
2107
$17K ﹤0.01%
595
2108
$17K ﹤0.01%
+287
2109
$17K ﹤0.01%
11
+7
2110
$17K ﹤0.01%
716
-569
2111
$17K ﹤0.01%
203
-238
2112
$17K ﹤0.01%
+675
2113
$17K ﹤0.01%
228
-671
2114
$17K ﹤0.01%
1,058
-1,175
2115
– –
0
2116
$17K ﹤0.01%
307
2117
$17K ﹤0.01%
500
-803
2118
$17K ﹤0.01%
262
-238
2119
$16K ﹤0.01%
910
+734
2120
$16K ﹤0.01%
350
-198
2121
$16K ﹤0.01%
+563
2122
$16K ﹤0.01%
+666
2123
$16K ﹤0.01%
152
+84
2124
$16K ﹤0.01%
232
+84
2125
$16K ﹤0.01%
172
+17
83 84
85
86 87