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
76
$1.38M 0.29%
6,594
-149
77
$1.37M 0.29%
+58,812
78
$1.36M 0.29%
8,632
-4,995
79
$1.35M 0.29%
8,418
+191
80
$1.35M 0.29%
10,899
-641
81
$1.32M 0.28%
10,847
+1,375
82
$1.31M 0.28%
8,793
+299
83
$1.28M 0.27%
24,152
+1,038
84
$1.27M 0.27%
6,513
+1,471
85
$1.26M 0.27%
11,231
+1,343
86
$1.26M 0.27%
15,445
-1,583
87
$1.26M 0.27%
53,516
+492
88
$1.24M 0.26%
15,406
+4,992
89
$1.24M 0.26%
7,764
-385
90
$1.23M 0.26%
7,336
+4,846
91
$1.23M 0.26%
10,927
+504
92
$1.21M 0.26%
22,053
-24,366
93
$1.19M 0.25%
4,930
+1,740
94
$1.17M 0.25%
15,696
+11,950
95
$1.17M 0.25%
123,972
+35,757
96
$1.17M 0.25%
18,760
+2,960
97
$1.17M 0.25%
12,959
+4,060
98
$1.15M 0.24%
16,607
+5,613
99
$1.14M 0.24%
15,723
+12,131
100
$1.13M 0.24%
31,122
+22,544
2 3
4
5 6