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
401
$25K 0.01%
+240
402
$25K 0.01%
+1,204
403
$25K 0.01%
+1,371
404
$25K 0.01%
+545
405
$24K 0.01%
+434
406
$24K 0.01%
+2,597
407
$24K 0.01%
+2,285
408
$23K 0.01%
+4,664
409
$23K 0.01%
+492
410
$23K 0.01%
+384
411
$23K 0.01%
+832
412
$22K 0.01%
+214
413
$22K 0.01%
+446
414
$22K 0.01%
+444
415
$22K 0.01%
+447
416
$21K 0.01%
+534
417
$21K 0.01%
+702
418
$21K 0.01%
+1,084
419
$21K 0.01%
+498
420
$21K 0.01%
+130
421
$21K 0.01%
+213
422
$21K 0.01%
+398
423
$20K 0.01%
+1,800
424
$20K 0.01%
+263
425
$20K 0.01%
+861
15 16
17
18 19