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
101
$1.13M 0.24%
+10,471
102
$1.12M 0.24%
18,613
+527
103
$1.09M 0.23%
35,357
+18,733
104
$1.09M 0.23%
10,094
+5,638
105
$1.09M 0.23%
9,663
+486
106
$1.07M 0.23%
+42,741
107
$1.07M 0.23%
2,957
-263
108
$1.05M 0.22%
18,288
+6
109
$1.03M 0.22%
4,909
+53
110
$1.03M 0.22%
49,441
+251
111
$996K 0.21%
9,412
+420
112
$965K 0.2%
10,493
+7,930
113
$952K 0.2%
28,078
+14,394
114
$948K 0.2%
+41,117
115
$934K 0.2%
9,060
+1,862
116
$925K 0.2%
14,589
+334
117
$918K 0.19%
10,545
+1,198
118
$908K 0.19%
6,368
+2,187
119
$901K 0.19%
7,846
+332
120
$898K 0.19%
3,542
-401
121
$833K 0.18%
9,938
-5,480
122
$825K 0.18%
9,200
-399
123
$820K 0.17%
13,802
+6,467
124
$808K 0.17%
13,627
+2,244
125
$785K 0.17%
37,049
+366
3 4
5
6 7