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
251
$999K 0.08%
+36,190
252
$992K 0.08%
+6,871
253
$986K 0.08%
+14,921
254
$986K 0.08%
+18,841
255
$983K 0.08%
+45,753
256
$974K 0.08%
+17,494
257
$968K 0.08%
+4,376
258
$968K 0.08%
+19,082
259
$950K 0.08%
+6,387
260
$947K 0.08%
+4,270
261
$935K 0.08%
+14,753
262
$928K 0.08%
+47,966
263
$923K 0.08%
+49,187
264
$914K 0.08%
+6,519
265
$909K 0.08%
+15,741
266
$908K 0.08%
+15,685
267
$908K 0.08%
+15,159
268
$903K 0.07%
+72,345
269
$902K 0.07%
+32,332
270
$902K 0.07%
+9,602
271
$899K 0.07%
+55,620
272
$896K 0.07%
+8,098
273
$886K 0.07%
+19,040
274
$886K 0.07%
+11,158
275
$866K 0.07%
+22,801