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
26
$3.03M 1.02%
+93,864
27
$3M 1%
+24,494
28
$2.99M 1%
+28,388
29
$2.92M 0.98%
+50,315
30
$2.84M 0.95%
+50,119
31
$2.57M 0.86%
+28,170
32
$2.56M 0.86%
+48,374
33
$2.5M 0.84%
+52,093
34
$2.5M 0.84%
+82,114
35
$2.38M 0.8%
+80,491
36
$2.36M 0.79%
+10,056
37
$2.31M 0.77%
+40,001
38
$2.26M 0.76%
+20,706
39
$2.08M 0.7%
+44,427
40
$2.05M 0.69%
+14,714
41
$2.04M 0.68%
+52,833
42
$1.99M 0.67%
+21,834
43
$1.96M 0.66%
+15,595
44
$1.96M 0.65%
+25,284
45
$1.9M 0.64%
+35,192
46
$1.87M 0.63%
+13,970
47
$1.79M 0.6%
+24,360
48
$1.68M 0.56%
+14,757
49
$1.68M 0.56%
+68,768
50
$1.63M 0.55%
+29,274
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