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
251
$236K 0.05%
+6,743
252
$236K 0.05%
16,727
+1,051
253
$233K 0.05%
+6,641
254
$231K 0.05%
+12,169
255
$230K 0.05%
1,645
-68
256
$229K 0.05%
+1,307
257
$220K 0.05%
1,142
-618
258
$219K 0.05%
+3,058
259
$219K 0.05%
+8,395
260
$217K 0.05%
+2,951
261
$213K 0.05%
2,088
-4,420
262
$212K 0.05%
+5,299
263
$211K 0.04%
+3,105
264
$211K 0.04%
11,315
-6,907
265
$209K 0.04%
+4,830
266
$209K 0.04%
16,458
267
$208K 0.04%
16,360
268
$207K 0.04%
+2,954
269
$202K 0.04%
+13,957
270
$202K 0.04%
7,855
+6
271
$199K 0.04%
14,490
272
$194K 0.04%
14,775
+173
273
$186K 0.04%
+10,737
274
$184K 0.04%
19,285
-10,471
275
$174K 0.04%
18,574
+28
9 10
11
12 13