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
526
$6K ﹤0.01%
+239
527
$6K ﹤0.01%
+86
528
$6K ﹤0.01%
+337
529
$6K ﹤0.01%
+597
530
$5K ﹤0.01%
+121
531
$5K ﹤0.01%
+22
532
$5K ﹤0.01%
+94
533
$5K ﹤0.01%
+306
534
$5K ﹤0.01%
+100
535
$5K ﹤0.01%
+200
536
$5K ﹤0.01%
+325
537
$5K ﹤0.01%
+314
538
$5K ﹤0.01%
+105
539
$5K ﹤0.01%
+202
540
$5K ﹤0.01%
+168
541
$5K ﹤0.01%
+168
542
$5K ﹤0.01%
+243
543
– –
0
544
$4K ﹤0.01%
+97
545
$4K ﹤0.01%
+300
546
$4K ﹤0.01%
+62
547
$4K ﹤0.01%
+132
548
$4K ﹤0.01%
+96
549
$4K ﹤0.01%
+40
550
$4K ﹤0.01%
+125
20 21
22
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