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
576
$3K ﹤0.01%
+100
577
$3K ﹤0.01%
+50
578
$3K ﹤0.01%
+280
579
$3K ﹤0.01%
+152
580
– –
0
581
$3K ﹤0.01%
+230
582
$3K ﹤0.01%
+148
583
$2K ﹤0.01%
+31
584
$2K ﹤0.01%
+90
585
$2K ﹤0.01%
+40
586
$2K ﹤0.01%
+51
587
$2K ﹤0.01%
+19
588
$2K ﹤0.01%
+89
589
$2K ﹤0.01%
+70
590
$2K ﹤0.01%
+2
591
$2K ﹤0.01%
+28
592
$2K ﹤0.01%
+22
593
$2K ﹤0.01%
+100
594
$2K ﹤0.01%
+23
595
$2K ﹤0.01%
+33
596
$2K ﹤0.01%
+38
597
$2K ﹤0.01%
+38
598
$2K ﹤0.01%
+100
599
$2K ﹤0.01%
+36
600
$2K ﹤0.01%
+25
22 23
24
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