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
2326
$10K ﹤0.01%
239
+89
2327
$10K ﹤0.01%
+5
2328
$10K ﹤0.01%
471
2329
$10K ﹤0.01%
+229
2330
$10K ﹤0.01%
261
-216
2331
$10K ﹤0.01%
+3
2332
$10K ﹤0.01%
+396
2333
$10K ﹤0.01%
+40
2334
$10K ﹤0.01%
1,074
2335
$10K ﹤0.01%
+1,000
2336
$10K ﹤0.01%
20
2337
$10K ﹤0.01%
385
-8,657
2338
$9K ﹤0.01%
142
+42
2339
$9K ﹤0.01%
+1,566
2340
$9K ﹤0.01%
+292
2341
$9K ﹤0.01%
164
2342
$9K ﹤0.01%
282
-66
2343
$9K ﹤0.01%
+168
2344
$9K ﹤0.01%
129
2345
$9K ﹤0.01%
+800
2346
$9K ﹤0.01%
737
-442
2347
$9K ﹤0.01%
160
2348
$9K ﹤0.01%
+141
2349
$9K ﹤0.01%
56
-6
2350
$9K ﹤0.01%
180
92 93
94
95 96