SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
2501
$0 ﹤0.01%
+110
2502
– –
0
2503
$0 ﹤0.01%
+6
2504
$0 ﹤0.01%
+30
2505
$0 ﹤0.01%
+20
2506
$0 ﹤0.01%
+269
2507
$0 ﹤0.01%
+65
2508
$0 ﹤0.01%
+31
2509
– –
0
2510
$0 ﹤0.01%
+10
2511
$0 ﹤0.01%
+8
2512
$0 ﹤0.01%
+50
2513
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0
2514
$0 ﹤0.01%
+20
2515
$0 ﹤0.01%
+2
2516
$0 ﹤0.01%
+25
2517
$0 ﹤0.01%
+108
2518
$0 ﹤0.01%
+1
2519
$0 ﹤0.01%
+16
2520
– –
0
2521
$0 ﹤0.01%
+213
2522
$0 ﹤0.01%
+2
2523
$0 ﹤0.01%
+50
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