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
201
$382K 0.08%
4,642
+13
202
$379K 0.08%
+3,638
203
$376K 0.08%
13,327
+4,850
204
$372K 0.08%
2,068
+67
205
$368K 0.08%
1,891
+18
206
$366K 0.08%
8,639
+1,739
207
$365K 0.08%
3,507
-113
208
$364K 0.08%
5,560
+41
209
$354K 0.08%
6,540
+16
210
$354K 0.08%
+1,561
211
$351K 0.07%
8,452
+848
212
$351K 0.07%
4,939
-3,705
213
$332K 0.07%
1,826
+23
214
$319K 0.07%
2,281
-114
215
$317K 0.07%
23,960
+11
216
$315K 0.07%
10,349
+174
217
$314K 0.07%
3,548
+561
218
$313K 0.07%
7,463
+974
219
$312K 0.07%
4,814
-1,679
220
$309K 0.07%
5,249
-2,274
221
$309K 0.07%
6,345
+281
222
$308K 0.07%
5,793
-293
223
$304K 0.06%
4,116
+164
224
$303K 0.06%
+5,043
225
$298K 0.06%
6,274
+550
7 8
9
10 11