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
2251
$12K ﹤0.01%
344
+224
2252
$12K ﹤0.01%
5,000
2253
$11K ﹤0.01%
702
+536
2254
$11K ﹤0.01%
81
-58
2255
$11K ﹤0.01%
1,103
+866
2256
$11K ﹤0.01%
592
2257
$11K ﹤0.01%
804
+200
2258
$11K ﹤0.01%
139
2259
$11K ﹤0.01%
1,100
+1,000
2260
$11K ﹤0.01%
674
-398
2261
$11K ﹤0.01%
484
2262
$11K ﹤0.01%
79
+10
2263
$11K ﹤0.01%
339
+180
2264
$11K ﹤0.01%
225
-107
2265
$11K ﹤0.01%
241
2266
$11K ﹤0.01%
695
2267
$11K ﹤0.01%
134
-51
2268
$11K ﹤0.01%
220
-184
2269
$11K ﹤0.01%
+120
2270
$11K ﹤0.01%
200
2271
$11K ﹤0.01%
39
-101
2272
$11K ﹤0.01%
309
+2
2273
$11K ﹤0.01%
200
2274
$11K ﹤0.01%
509
+373
2275
$11K ﹤0.01%
54
-38
89 90
91
92 93