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
2376
$8K ﹤0.01%
150
+140
2377
$8K ﹤0.01%
+90
2378
$8K ﹤0.01%
59
+5
2379
$8K ﹤0.01%
529
-66
2380
$8K ﹤0.01%
192
+70
2381
$8K ﹤0.01%
+1,500
2382
$8K ﹤0.01%
59
-35
2383
$8K ﹤0.01%
162
+150
2384
$8K ﹤0.01%
349
-353
2385
$8K ﹤0.01%
1,784
+1,349
2386
$8K ﹤0.01%
1,000
2387
$8K ﹤0.01%
100
2388
$8K ﹤0.01%
+89
2389
$8K ﹤0.01%
390
2390
$8K ﹤0.01%
182
-18
2391
$8K ﹤0.01%
214
2392
$8K ﹤0.01%
200
2393
$8K ﹤0.01%
+156
2394
$8K ﹤0.01%
+95
2395
$8K ﹤0.01%
+68
2396
$8K ﹤0.01%
47
2397
$8K ﹤0.01%
210
2398
$8K ﹤0.01%
+1,440
2399
$8K ﹤0.01%
1,356
+348
2400
$8K ﹤0.01%
564
-47
94 95
96
97 98