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
26
$8.96M 0.74%
+126,921
27
$8.89M 0.73%
+110,687
28
$8.84M 0.73%
+61,759
29
$8.75M 0.72%
+112,457
30
$8.6M 0.71%
+140,875
31
$8.42M 0.7%
+30,878
32
$8M 0.66%
+52,865
33
$7.95M 0.66%
+157,901
34
$7.57M 0.63%
+99,725
35
$6.92M 0.57%
+141,129
36
$6.9M 0.57%
+145,625
37
$6.88M 0.57%
+63,704
38
$6.88M 0.57%
+214,276
39
$6.82M 0.56%
+131,140
40
$6.57M 0.54%
+130,259
41
$6.38M 0.53%
+129,151
42
$6.31M 0.52%
+52,691
43
$6.29M 0.52%
+122,106
44
$6.21M 0.51%
+23,087
45
$6.16M 0.51%
+150,679
46
$5.77M 0.48%
+104,698
47
$5.73M 0.47%
+35,896
48
$5.65M 0.47%
+26,309
49
$5.47M 0.45%
+20,133
50
$5.39M 0.45%
+15,290
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