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
476
$377K 0.03%
+3,761
477
$374K 0.03%
+9,400
478
$374K 0.03%
+4,309
479
$372K 0.03%
+1,228
480
$372K 0.03%
+7,303
481
$371K 0.03%
+6,866
482
$371K 0.03%
+5,798
483
$370K 0.03%
+2,662
484
$370K 0.03%
+13,841
485
$367K 0.03%
+2,168
486
$366K 0.03%
+29,264
487
$364K 0.03%
+4,268
488
$363K 0.03%
+8,532
489
$363K 0.03%
+14,480
490
$359K 0.03%
+651
491
$358K 0.03%
+6,279
492
$356K 0.03%
+7,192
493
$352K 0.03%
+5,204
494
$352K 0.03%
+11,858
495
$352K 0.03%
+13,914
496
$347K 0.03%
+294
497
$345K 0.03%
+5,139
498
$344K 0.03%
+3,230
499
$344K 0.03%
+6,621
500
$343K 0.03%
+2,171
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