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
26
$4.57M 0.97%
27,420
+5,679
27
$4.56M 0.97%
73,602
+22,585
28
$4.06M 0.86%
68,532
+16,415
29
$3.98M 0.85%
26,535
+234
30
$3.9M 0.83%
85,681
+2,551
31
$3.81M 0.81%
33,590
-2,642
32
$3.78M 0.8%
+56,841
33
$3.76M 0.8%
38,858
+1,563
34
$3.65M 0.77%
12,927
+1,773
35
$3.63M 0.77%
90,334
+2,615
36
$3.51M 0.74%
19,488
+4,753
37
$3.2M 0.68%
38,428
+17,662
38
$3.1M 0.66%
10
39
$3.06M 0.65%
14,928
+2,393
40
$2.94M 0.62%
15,141
+3,652
41
$2.9M 0.62%
+20,527
42
$2.88M 0.61%
110,399
+4,531
43
$2.83M 0.6%
42,561
+605
44
$2.74M 0.58%
27,534
-2,352
45
$2.73M 0.58%
48,211
+16,857
46
$2.64M 0.56%
65,793
+4,390
47
$2.63M 0.56%
43,975
+12,183
48
$2.62M 0.56%
10,375
+1,722
49
$2.6M 0.55%
30,321
+5,319
50
$2.51M 0.53%
23,667
-1,527
1
2
3 4 5