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
376
$34K 0.01%
+1,002
377
$33K 0.01%
+2,633
378
$33K 0.01%
+2,520
379
$33K 0.01%
+441
380
$32K 0.01%
+2,250
381
$32K 0.01%
+248
382
$32K 0.01%
+2,930
383
$32K 0.01%
+543
384
$31K 0.01%
+1,200
385
$30K 0.01%
+120
386
$30K 0.01%
+678
387
$30K 0.01%
+453
388
$30K 0.01%
+400
389
$29K 0.01%
+238
390
$29K 0.01%
+3,348
391
$28K 0.01%
+663
392
$27K 0.01%
+1,200
393
$27K 0.01%
+213
394
$27K 0.01%
+1,874
395
$27K 0.01%
+1,012
396
$26K 0.01%
+318
397
$26K 0.01%
+236
398
$26K 0.01%
+451
399
$26K 0.01%
+200
400
$26K 0.01%
+1,490
14 15
16
17 18