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
126
$781K 0.17%
+10,659
127
$770K 0.16%
+31,560
128
$743K 0.16%
8,929
+1,438
129
$719K 0.15%
48,154
130
$716K 0.15%
6,990
+114
131
$708K 0.15%
9,482
-448
132
$707K 0.15%
6,236
-5,949
133
$695K 0.15%
25,103
-49,833
134
$695K 0.15%
+13,274
135
$691K 0.15%
2,024
-1,172
136
$691K 0.15%
2,204
+875
137
$687K 0.15%
27,927
+5,977
138
$682K 0.14%
29,803
-4,927
139
$665K 0.14%
7,848
+53
140
$657K 0.14%
8,290
-112
141
$650K 0.14%
21,712
-44,888
142
$648K 0.14%
27,943
-32
143
$638K 0.14%
3,253
+47
144
$629K 0.13%
12,940
+6,615
145
$626K 0.13%
3,695
-1,832
146
$620K 0.13%
11,088
+502
147
$619K 0.13%
12,871
+1,638
148
$618K 0.13%
16,572
-915
149
$618K 0.13%
16,155
+1,965
150
$607K 0.13%
24,987
+3,339
4 5
6
7 8