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
$299M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.4M
3
+$7.22M
4
AAPL icon
Apple
AAPL
+$7M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$6.43M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.82%
2 Energy 6.73%
3 Consumer Staples 5.98%
4 Industrials 5.86%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$95K 0.03%
+2,847
277
$93K 0.03%
+2,141
278
$92K 0.03%
+3,524
279
$90K 0.03%
+1,427
280
$90K 0.03%
+1,710
281
$89K 0.03%
+1,251
282
$87K 0.03%
+3,323
283
$86K 0.03%
+1,081
284
$86K 0.03%
+1,701
285
$84K 0.03%
+7,755
286
$82K 0.03%
+2,280
287
$82K 0.03%
+1,790
288
$79K 0.03%
+1,175
289
$79K 0.03%
+399
290
$78K 0.03%
+991
291
$77K 0.03%
+2,476
292
$76K 0.03%
+2,622
293
$75K 0.03%
+9,924
294
$75K 0.03%
+682
295
$75K 0.03%
+10,950
296
$75K 0.03%
+2,419
297
$74K 0.02%
+899
298
$74K 0.02%
+2,186
299
$73K 0.02%
+3,055
300
$73K 0.02%
+388
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