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
$1.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,529
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$32.5M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$27.2M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.13M 0.09%
+15,123
227
$1.13M 0.09%
+14,849
228
$1.13M 0.09%
+48,440
229
$1.13M 0.09%
+35,444
230
$1.12M 0.09%
+12,432
231
$1.12M 0.09%
+23,166
232
$1.11M 0.09%
+11,629
233
$1.11M 0.09%
+12,557
234
$1.11M 0.09%
+24,634
235
$1.11M 0.09%
+40,121
236
$1.1M 0.09%
+21,896
237
$1.1M 0.09%
+16,840
238
$1.09M 0.09%
+4,014
239
$1.09M 0.09%
+19,469
240
$1.09M 0.09%
+57,815
241
$1.08M 0.09%
+30,965
242
$1.08M 0.09%
+18,491
243
$1.07M 0.09%
+10,017
244
$1.07M 0.09%
+6,712
245
$1.07M 0.09%
+63,726
246
$1.06M 0.09%
+22,706
247
$1.05M 0.09%
+13,000
248
$1.05M 0.09%
+40,893
249
$1.01M 0.08%
+24,667
250
$1.01M 0.08%
+6,082
8 9
10
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