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
151
$607K 0.13%
5,468
-8,121
152
$606K 0.13%
18,639
+5,087
153
$603K 0.13%
18,396
+8,990
154
$603K 0.13%
11,121
+270
155
$602K 0.13%
25,320
+5,972
156
$599K 0.13%
7,761
+898
157
$598K 0.13%
12,622
-3,346
158
$589K 0.13%
19,056
+348
159
$588K 0.12%
13,125
160
$579K 0.12%
+5,397
161
$565K 0.12%
10,989
-192
162
$564K 0.12%
4,312
-477
163
$543K 0.12%
4,473
+128
164
$542K 0.12%
3,820
+589
165
$538K 0.11%
7,710
+1,542
166
$532K 0.11%
+1,642
167
$528K 0.11%
18,001
+80
168
$527K 0.11%
12,598
+3,456
169
$522K 0.11%
+11,756
170
$501K 0.11%
6,253
-178
171
$492K 0.1%
6,292
-2,735
172
$484K 0.1%
+9,783
173
$480K 0.1%
+7,555
174
$478K 0.1%
+9,315
175
$477K 0.1%
5,426
+1
5 6
7
8 9