SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
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
+$32.8M
2
+$32.7M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

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
2476
– –
0
2477
$0 ﹤0.01%
+20
2478
$0 ﹤0.01%
+2
2479
$0 ﹤0.01%
+25
2480
$0 ﹤0.01%
+108
2481
$0 ﹤0.01%
+1
2482
$0 ﹤0.01%
+16
2483
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0
2484
$0 ﹤0.01%
+213
2485
$0 ﹤0.01%
+2
2486
$0 ﹤0.01%
+50
2487
$0 ﹤0.01%
+4
2488
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2489
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+85
2490
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0
2491
$0 ﹤0.01%
+412
2492
$0 ﹤0.01%
+200
2493
$0 ﹤0.01%
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2494
$0 ﹤0.01%
+5
2495
$0 ﹤0.01%
+36
2496
$0 ﹤0.01%
+36
2497
– –
0
2498
$0 ﹤0.01%
+31
2499
$0 ﹤0.01%
+7
2500
$0 ﹤0.01%
+23
97 98 99
100
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