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
526
$311K 0.03%
+9,980
527
$310K 0.03%
+6,907
528
$309K 0.03%
+13,125
529
$308K 0.03%
+3,505
530
$307K 0.03%
+6,896
531
$306K 0.03%
+3,375
532
$305K 0.03%
+10,456
533
$304K 0.03%
+11,436
534
$303K 0.03%
+4,479
535
$303K 0.03%
+3,463
536
$301K 0.02%
+9,988
537
$300K 0.02%
+4,541
538
$296K 0.02%
+3,113
539
$294K 0.02%
+3,553
540
$294K 0.02%
+1,940
541
$293K 0.02%
+4,516
542
$293K 0.02%
+1,513
543
$291K 0.02%
+5,680
544
$290K 0.02%
+5,689
545
$289K 0.02%
+9,960
546
$288K 0.02%
+24,372
547
$288K 0.02%
+12,190
548
$288K 0.02%
+75,546
549
$287K 0.02%
+4,817
550
$287K 0.02%
+2,042
20 21
22
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