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 +$32.9M
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%
+1
2503
$0 ﹤0.01%
+27
2504
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+23
2505
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+4
2506
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2507
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+25
2508
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2509
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2510
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2511
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2512
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+40
2513
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2514
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2515
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+133
2516
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2517
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2518
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+110
2519
0
2520
$0 ﹤0.01%
+6
2521
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+30
2522
$0 ﹤0.01%
+20
2523
$0 ﹤0.01%
+269