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
276
$854K 0.07%
+6,873
277
$853K 0.07%
+3,186
278
$850K 0.07%
+28,785
279
$844K 0.07%
+9,991
280
$842K 0.07%
+22,435
281
$833K 0.07%
+8,191
282
$832K 0.07%
+17,013
283
$829K 0.07%
+14,612
284
$827K 0.07%
+9,400
285
$826K 0.07%
+7,386
286
$823K 0.07%
+4,197
287
$822K 0.07%
+14,272
288
$819K 0.07%
+22,856
289
$814K 0.07%
+15,086
290
$812K 0.07%
+13,136
291
$804K 0.07%
+13,808
292
$804K 0.07%
+23,443
293
$802K 0.07%
+10,568
294
$800K 0.07%
+13,470
295
$798K 0.07%
+12,201
296
$797K 0.07%
+6,166
297
$795K 0.07%
+10,922
298
$795K 0.07%
+11,145
299
$792K 0.07%
+15,789
300
$785K 0.06%
+724
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