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
351
$45K 0.02%
+2,033
352
$45K 0.02%
+1,436
353
$45K 0.02%
+813
354
$44K 0.01%
+450
355
$44K 0.01%
+1,434
356
$43K 0.01%
+598
357
$42K 0.01%
+1,323
358
$42K 0.01%
+661
359
– –
0
360
$39K 0.01%
+1,534
361
$39K 0.01%
+716
362
$39K 0.01%
+1,545
363
$39K 0.01%
+1,027
364
$39K 0.01%
+744
365
$39K 0.01%
+683
366
$38K 0.01%
+1,900
367
$37K 0.01%
+412
368
$37K 0.01%
+1,695
369
$36K 0.01%
+927
370
$35K 0.01%
+367
371
$35K 0.01%
+344
372
– –
0
373
$35K 0.01%
+3,168
374
$35K 0.01%
+729
375
$35K 0.01%
+3,200
13 14
15
16 17