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
51
$2.4M 0.51%
9,189
-352
52
$2.36M 0.5%
10,754
+373
53
$2.36M 0.5%
107,738
+14,699
54
$2.34M 0.5%
28,732
+5,013
55
$2.26M 0.48%
31,757
+9,383
56
$2.23M 0.47%
19,359
+10,758
57
$2.2M 0.47%
21,459
+9,715
58
$2.14M 0.45%
43,572
-1,612
59
$2.14M 0.45%
21,454
-5,473
60
$2.12M 0.45%
76,082
-57,997
61
$2.12M 0.45%
330,680
+30,160
62
$2.04M 0.43%
14,987
+2,252
63
$1.87M 0.4%
113,626
+493
64
$1.83M 0.39%
25,065
+244
65
$1.76M 0.37%
27,192
+3,568
66
$1.74M 0.37%
41,673
-96,856
67
$1.69M 0.36%
12,486
+4,256
68
$1.66M 0.35%
26,920
+8,820
69
$1.65M 0.35%
11,749
+624
70
$1.63M 0.35%
27,262
+10,280
71
$1.62M 0.34%
32,293
+15,551
72
$1.59M 0.34%
11,873
+5,292
73
$1.53M 0.33%
36,086
+2,760
74
$1.47M 0.31%
18,742
+2,663
75
$1.4M 0.3%
12,890
+2,155
1 2
3
4 5