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
$471M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.72M
3
+$3.78M
4
CLX icon
Clorox
CLX
+$2.9M
5
SBUX icon
Starbucks
SBUX
+$2.54M

Top Sells

1
+$4.04M
2
+$1.86M
3
+$1.62M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.38M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.34M

Sector Composition

1 Technology 13.4%
2 Consumer Staples 7.4%
3 Financials 6.5%
4 Industrials 6.03%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$292K 0.06%
4,517
+915
227
$291K 0.06%
854
+89
228
$287K 0.06%
+8,695
229
$286K 0.06%
2,570
-1,510
230
$284K 0.06%
6,759
+1,105
231
$284K 0.06%
7,538
+191
232
$283K 0.06%
23,519
-4,426
233
$281K 0.06%
18,720
234
$277K 0.06%
+2,377
235
$276K 0.06%
+2,515
236
$276K 0.06%
+3,615
237
$267K 0.06%
5,135
238
$265K 0.06%
11,029
-294
239
$263K 0.06%
12,856
+2,652
240
$262K 0.06%
+10,382
241
$262K 0.06%
+5,307
242
$255K 0.05%
8,778
+357
243
$255K 0.05%
8,671
+7
244
$253K 0.05%
2,641
+184
245
$251K 0.05%
3,540
+417
246
$245K 0.05%
2,396
-1,547
247
$240K 0.05%
11,914
248
$238K 0.05%
3,643
249
$238K 0.05%
3,840
-2,222
250
$238K 0.05%
18,312
+35
8 9
10
11 12