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
2501
$0 ﹤0.01%
+18
2502
$0 ﹤0.01%
+39
2503
$0 ﹤0.01%
+50
2504
$0 ﹤0.01%
+10
2505
0
2506
$0 ﹤0.01%
+1
2507
$0 ﹤0.01%
+27
2508
$0 ﹤0.01%
+4
2509
$0 ﹤0.01%
+15
2510
$0 ﹤0.01%
+5
2511
$0 ﹤0.01%
+18
2512
$0 ﹤0.01%
+2
2513
$0 ﹤0.01%
+32
2514
$0 ﹤0.01%
+8
2515
$0 ﹤0.01%
+25
2516
$0 ﹤0.01%
+7
2517
$0 ﹤0.01%
+1
2518
$0 ﹤0.01%
+40
2519
$0 ﹤0.01%
+4
2520
$0 ﹤0.01%
+1
2521
$0 ﹤0.01%
+133
2522
$0 ﹤0.01%
+22
2523
$0 ﹤0.01%
+56