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
351
$613K 0.05%
+9,522
352
$612K 0.05%
+12,228
353
$609K 0.05%
+4,027
354
$608K 0.05%
+6,814
355
$605K 0.05%
+4,070
356
$604K 0.05%
+16,437
357
$604K 0.05%
+15,970
358
$604K 0.05%
+7,610
359
$604K 0.05%
+2,464
360
$600K 0.05%
+10,222
361
$594K 0.05%
+19,795
362
$592K 0.05%
+16,303
363
$591K 0.05%
+6,964
364
$588K 0.05%
+9,804
365
$587K 0.05%
+20,248
366
$585K 0.05%
+40,909
367
$582K 0.05%
+14,521
368
$582K 0.05%
+18,894
369
$580K 0.05%
+21,483
370
$578K 0.05%
+21,659
371
$578K 0.05%
+2,790
372
$575K 0.05%
+9,934
373
$575K 0.05%
+24,414
374
$572K 0.05%
+6,142
375
$571K 0.05%
+12,971
13 14
15
16 17