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
326
$58K 0.02%
+1,003
327
– –
0
328
$58K 0.02%
+1,059
329
$57K 0.02%
+3,504
330
$56K 0.02%
+2,532
331
$56K 0.02%
+2,066
332
$55K 0.02%
+328
333
$54K 0.02%
+1,917
334
$53K 0.02%
+1,873
335
$53K 0.02%
+2,500
336
$53K 0.02%
+1,375
337
$51K 0.02%
+1,191
338
$50K 0.02%
+652
339
$50K 0.02%
+3,250
340
$49K 0.02%
+912
341
$49K 0.02%
+2,377
342
$49K 0.02%
+3,402
343
$49K 0.02%
+1,624
344
$48K 0.02%
+710
345
$47K 0.02%
+3,299
346
$47K 0.02%
+1,444
347
$47K 0.02%
+864
348
$47K 0.02%
+3,151
349
$47K 0.02%
+3,800
350
$46K 0.02%
+3,070
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