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
501
$8K ﹤0.01%
+564
502
$8K ﹤0.01%
+82
503
– –
0
504
$8K ﹤0.01%
+6
505
$8K ﹤0.01%
+2
506
$7K ﹤0.01%
+1,200
507
$7K ﹤0.01%
+1,000
508
$7K ﹤0.01%
+342
509
$7K ﹤0.01%
+115
510
$7K ﹤0.01%
+508
511
$7K ﹤0.01%
+122
512
$7K ﹤0.01%
+65
513
$7K ﹤0.01%
+1,476
514
$7K ﹤0.01%
+410
515
$7K ﹤0.01%
+84
516
$7K ﹤0.01%
+217
517
– –
0
518
$6K ﹤0.01%
+368
519
$6K ﹤0.01%
+98
520
$6K ﹤0.01%
+204
521
$6K ﹤0.01%
+533
522
$6K ﹤0.01%
+2,436
523
$6K ﹤0.01%
+12
524
$6K ﹤0.01%
+49
525
$6K ﹤0.01%
+200
19 20
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