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
451
$428K 0.04%
+17,581
452
$424K 0.04%
+31,494
453
$422K 0.03%
+3,176
454
$421K 0.03%
+12,422
455
$418K 0.03%
+2,571
456
$416K 0.03%
+13,892
457
$415K 0.03%
+7,317
458
$415K 0.03%
+4,271
459
$414K 0.03%
+6,583
460
$412K 0.03%
+81,491
461
$411K 0.03%
+6,328
462
$411K 0.03%
+9,182
463
$405K 0.03%
+16,490
464
$405K 0.03%
+3,039
465
$399K 0.03%
+7,124
466
$398K 0.03%
+17,587
467
$396K 0.03%
+3,653
468
$395K 0.03%
+13,484
469
$393K 0.03%
+3,830
470
$390K 0.03%
+2,608
471
$389K 0.03%
+2,408
472
$388K 0.03%
+6,657
473
$388K 0.03%
+1,919
474
$387K 0.03%
+6,354
475
$385K 0.03%
+9,776
17 18
19
20 21