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
551
$4K ﹤0.01%
+59
552
$4K ﹤0.01%
+46
553
$4K ﹤0.01%
+106
554
– –
0
555
$4K ﹤0.01%
+201
556
$4K ﹤0.01%
+139
557
$4K ﹤0.01%
+213
558
$3K ﹤0.01%
+119
559
$3K ﹤0.01%
+135
560
$3K ﹤0.01%
+56
561
$3K ﹤0.01%
+32
562
$3K ﹤0.01%
+230
563
$3K ﹤0.01%
+48
564
$3K ﹤0.01%
+98
565
$3K ﹤0.01%
+31
566
$3K ﹤0.01%
+240
567
$3K ﹤0.01%
+58
568
$3K ﹤0.01%
+40
569
$3K ﹤0.01%
+84
570
$3K ﹤0.01%
+130
571
$3K ﹤0.01%
+85
572
$3K ﹤0.01%
+31
573
$3K ﹤0.01%
+60
574
$3K ﹤0.01%
+181
575
$3K ﹤0.01%
+50
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