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
376
$570K 0.05%
+14,634
377
$568K 0.05%
+6,550
378
$568K 0.05%
+5,535
379
$567K 0.05%
+1,732
380
$561K 0.05%
+9,254
381
$561K 0.05%
+6,558
382
$558K 0.05%
+14,313
383
$557K 0.05%
+4,473
384
$556K 0.05%
+16,293
385
$555K 0.05%
+6,328
386
$554K 0.05%
+11,949
387
$554K 0.05%
+11,274
388
$553K 0.05%
+4,031
389
$553K 0.05%
+35,990
390
$553K 0.05%
+11,313
391
$552K 0.05%
+18,135
392
$552K 0.05%
+10,463
393
$550K 0.05%
+20,151
394
$548K 0.05%
+5,781
395
$547K 0.05%
+5,699
396
$546K 0.05%
+13,961
397
$546K 0.05%
+29,278
398
$545K 0.05%
+4,923
399
$545K 0.05%
+13,403
400
$542K 0.04%
+27,012
14 15
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