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
551
$286K 0.02%
+5,699
552
$286K 0.02%
+5,047
553
$285K 0.02%
+20,058
554
$282K 0.02%
+7,263
555
$279K 0.02%
+2,039
556
$277K 0.02%
+11,031
557
$274K 0.02%
+1,179
558
$274K 0.02%
+6,733
559
$272K 0.02%
+3,076
560
$271K 0.02%
+2,370
561
$271K 0.02%
+724
562
$271K 0.02%
+11,699
563
$270K 0.02%
+2,951
564
$270K 0.02%
+1,603
565
$268K 0.02%
+3,557
566
$264K 0.02%
+13,994
567
$264K 0.02%
+1,811
568
$263K 0.02%
+2,646
569
$263K 0.02%
+2,744
570
$263K 0.02%
+2,769
571
$262K 0.02%
+1,684
572
$258K 0.02%
+2,876
573
$257K 0.02%
+39,020
574
$254K 0.02%
+2,551
575
$253K 0.02%
+1,407
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