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
2151
$15K ﹤0.01%
147
+41
2152
$15K ﹤0.01%
364
-287
2153
$15K ﹤0.01%
218
2154
$15K ﹤0.01%
+378
2155
$15K ﹤0.01%
+166
2156
$15K ﹤0.01%
568
+562
2157
$15K ﹤0.01%
2,020
+1,086
2158
$15K ﹤0.01%
244
-1
2159
$15K ﹤0.01%
174
+135
2160
$15K ﹤0.01%
585
+130
2161
$15K ﹤0.01%
142
-13
2162
$15K ﹤0.01%
104
+95
2163
$15K ﹤0.01%
694
2164
$15K ﹤0.01%
614
-551
2165
$15K ﹤0.01%
89
2166
$15K ﹤0.01%
400
+300
2167
$15K ﹤0.01%
+122
2168
$15K ﹤0.01%
300
2169
$14K ﹤0.01%
367
+1
2170
$14K ﹤0.01%
652
-9
2171
$14K ﹤0.01%
+930
2172
$14K ﹤0.01%
44
+24
2173
$14K ﹤0.01%
443
-29
2174
$14K ﹤0.01%
4,183
+4,043
2175
$14K ﹤0.01%
592
+100
85 86
87
88 89