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
2502
$0 ﹤0.01%
+20
2503
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0
2504
$0 ﹤0.01%
+2
2505
$0 ﹤0.01%
+14
2506
$0 ﹤0.01%
+5
2507
– –
0
2508
$0 ﹤0.01%
+1
2509
$0 ﹤0.01%
+14
2510
$0 ﹤0.01%
+128
2511
$0 ﹤0.01%
+97
2512
$0 ﹤0.01%
+31
2513
$0 ﹤0.01%
+44
2514
$0 ﹤0.01%
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2515
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+4
2516
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+12
2517
– –
0
2518
$0 ﹤0.01%
+22
2519
$0 ﹤0.01%
+35
2520
$0 ﹤0.01%
+2
2521
– –
0
2522
– –
0
2523
– –
0
97 98 99 100
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