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
426
$476K 0.04%
+5,299
427
$474K 0.04%
+20,575
428
$474K 0.04%
+26,591
429
$472K 0.04%
+10,562
430
$471K 0.04%
+4,331
431
$471K 0.04%
+8,099
432
$471K 0.04%
+1,818
433
$470K 0.04%
+9,098
434
$468K 0.04%
+6,797
435
$467K 0.04%
+10,903
436
$464K 0.04%
+3,450
437
$463K 0.04%
+8,280
438
$461K 0.04%
+654
439
$454K 0.04%
+6,160
440
$447K 0.04%
+19,350
441
$446K 0.04%
+11,767
442
$446K 0.04%
+31,817
443
$443K 0.04%
+20,311
444
$440K 0.04%
+8,359
445
$438K 0.04%
+5,937
446
$438K 0.04%
+6,202
447
$438K 0.04%
+23,166
448
$437K 0.04%
+5,387
449
$435K 0.04%
+4,976
450
$432K 0.04%
+11,538
16 17
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