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
2351
$9K ﹤0.01%
193
-2,307
2352
$9K ﹤0.01%
465
-2
2353
$9K ﹤0.01%
772
+4
2354
$9K ﹤0.01%
1,139
+223
2355
$9K ﹤0.01%
48
-14
2356
$9K ﹤0.01%
306
2357
$9K ﹤0.01%
495
-11
2358
$9K ﹤0.01%
+402
2359
$9K ﹤0.01%
210
+203
2360
$9K ﹤0.01%
+70
2361
$9K ﹤0.01%
+2,125
2362
$9K ﹤0.01%
112
-68
2363
– –
0
2364
$9K ﹤0.01%
1,010
+2
2365
$9K ﹤0.01%
88
-73
2366
$9K ﹤0.01%
256
-132
2367
$9K ﹤0.01%
589
-1,254
2368
$9K ﹤0.01%
+500
2369
$9K ﹤0.01%
2,250
2370
$9K ﹤0.01%
237
2371
$9K ﹤0.01%
916
+77
2372
$9K ﹤0.01%
1,834
2373
$9K ﹤0.01%
500
2374
$9K ﹤0.01%
+235
2375
$9K ﹤0.01%
+140
93 94
95
96 97