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
476
$11K ﹤0.01%
+157
477
$11K ﹤0.01%
+748
478
$11K ﹤0.01%
+1,117
479
$11K ﹤0.01%
+400
480
$10K ﹤0.01%
+74
481
$10K ﹤0.01%
+3,101
482
$10K ﹤0.01%
+332
483
$10K ﹤0.01%
+529
484
$10K ﹤0.01%
+80
485
$10K ﹤0.01%
+205
486
$9K ﹤0.01%
+24
487
$9K ﹤0.01%
+108
488
$9K ﹤0.01%
+45
489
$9K ﹤0.01%
+241
490
$9K ﹤0.01%
+411
491
$9K ﹤0.01%
+300
492
$9K ﹤0.01%
+171
493
$9K ﹤0.01%
+50
494
$9K ﹤0.01%
+292
495
$8K ﹤0.01%
+617
496
$8K ﹤0.01%
+250
497
$8K ﹤0.01%
+40
498
$8K ﹤0.01%
+67
499
$8K ﹤0.01%
+63
500
$8K ﹤0.01%
+1,000
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