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
401
$541K 0.04%
+10,150
402
$541K 0.04%
+31,330
403
$540K 0.04%
+19,090
404
$538K 0.04%
+13,064
405
$534K 0.04%
+9,184
406
$532K 0.04%
+12,952
407
$532K 0.04%
+7,241
408
$529K 0.04%
+11,100
409
$520K 0.04%
+9,158
410
$518K 0.04%
+5,003
411
$516K 0.04%
+3,057
412
$513K 0.04%
+21,721
413
$505K 0.04%
+30,465
414
$503K 0.04%
+35,001
415
$501K 0.04%
+10,989
416
$496K 0.04%
+15,585
417
$492K 0.04%
+24,000
418
$492K 0.04%
+2,705
419
$492K 0.04%
+9,542
420
$492K 0.04%
+11,034
421
$491K 0.04%
+15,359
422
$489K 0.04%
+7,349
423
$483K 0.04%
+7,581
424
$481K 0.04%
+18,079
425
$480K 0.04%
+12,832
15 16
17
18 19