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
2226
$12K ﹤0.01%
177
-59
2227
$12K ﹤0.01%
+103
2228
$12K ﹤0.01%
300
2229
$12K ﹤0.01%
115
2230
$12K ﹤0.01%
80
2231
$12K ﹤0.01%
2,800
2232
$12K ﹤0.01%
31
-54
2233
$12K ﹤0.01%
467
-7
2234
$12K ﹤0.01%
259
+15
2235
$12K ﹤0.01%
1,039
-35
2236
$12K ﹤0.01%
+231
2237
$12K ﹤0.01%
40
+21
2238
$12K ﹤0.01%
3,230
+2,980
2239
$12K ﹤0.01%
566
-2,800
2240
$12K ﹤0.01%
420
2241
$12K ﹤0.01%
279
-55
2242
$12K ﹤0.01%
790
-504
2243
$12K ﹤0.01%
504
2244
$12K ﹤0.01%
1,123
+255
2245
$12K ﹤0.01%
1,450
-3,013
2246
$12K ﹤0.01%
+310
2247
$12K ﹤0.01%
302
-56
2248
$12K ﹤0.01%
185
-25
2249
$12K ﹤0.01%
1,330
2250
$12K ﹤0.01%
975
+403
88 89
90
91 92