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
451
$15K 0.01%
+100
452
$15K 0.01%
+200
453
$14K ﹤0.01%
+800
454
$14K ﹤0.01%
+2,800
455
$14K ﹤0.01%
+565
456
$14K ﹤0.01%
+880
457
$14K ﹤0.01%
+96
458
$14K ﹤0.01%
+150
459
$14K ﹤0.01%
+400
460
$14K ﹤0.01%
+432
461
$13K ﹤0.01%
+325
462
– –
0
463
$13K ﹤0.01%
+182
464
$13K ﹤0.01%
+1,500
465
$12K ﹤0.01%
+359
466
$12K ﹤0.01%
+392
467
$12K ﹤0.01%
+110
468
$12K ﹤0.01%
+1,005
469
$12K ﹤0.01%
+290
470
$12K ﹤0.01%
+500
471
$12K ﹤0.01%
+2,032
472
$12K ﹤0.01%
+486
473
$11K ﹤0.01%
+860
474
$11K ﹤0.01%
+476
475
$11K ﹤0.01%
+332
17 18
19
20 21