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
$572M
AUM Growth
-$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$30.1M
3
+$19.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$19.1M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$13.1M

Top Sells

1
+$46.7M
2
+$46.6M
3
+$40.8M
4
AAPL icon
Apple
AAPL
+$39.3M
5
WMT icon
Walmart
WMT
+$38.1M

Sector Composition

1 Technology 7.82%
2 Consumer Staples 4.57%
3 Healthcare 2.75%
4 Financials 2.58%
5 Energy 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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