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
State Street Financial Select Sector SPDR ETF
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
176
$477K 0.1%
5,426
+1
177
$473K 0.1%
+6,139
178
$467K 0.1%
9,731
+500
179
$467K 0.1%
4,846
+1,529
180
$461K 0.1%
12,797
+3,781
181
$450K 0.1%
7,522
+2,706
182
$446K 0.09%
20,196
+4,196
183
$439K 0.09%
5,912
+1,135
184
$433K 0.09%
9,152
+680
185
$431K 0.09%
5,200
-781
186
$429K 0.09%
4,704
-4,805
187
$427K 0.09%
9,223
+29
188
$426K 0.09%
17,931
189
$424K 0.09%
19,475
190
$418K 0.09%
12,243
+84
191
$418K 0.09%
2,319
192
$411K 0.09%
8,156
-120
193
$411K 0.09%
3,025
+971
194
$396K 0.08%
2,547
+169
195
$394K 0.08%
4,018
+86
196
$390K 0.08%
5,522
-747
197
$389K 0.08%
2,943
-3,332
198
$388K 0.08%
2,837
+1,103
199
$388K 0.08%
+2,661
200
$388K 0.08%
1,936
-40
6 7
8
9 10