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
576
$252K 0.02%
+6,419
577
$252K 0.02%
+6,613
578
$249K 0.02%
+5,944
579
$248K 0.02%
+3,053
580
$247K 0.02%
+2,121
581
$246K 0.02%
+16,030
582
$246K 0.02%
+1,192
583
$245K 0.02%
+1,648
584
$245K 0.02%
+12,981
585
$244K 0.02%
+1,015
586
$243K 0.02%
+4,253
587
$240K 0.02%
+8,174
588
$239K 0.02%
+3,332
589
$239K 0.02%
+6,961
590
$237K 0.02%
+4,878
591
$235K 0.02%
+4,702
592
$232K 0.02%
+7,195
593
$230K 0.02%
+6,142
594
$230K 0.02%
+2,128
595
$229K 0.02%
+1,316
596
$229K 0.02%
+3,736
597
$228K 0.02%
+5,194
598
$227K 0.02%
+11,379
599
$225K 0.02%
+4,927
600
$225K 0.02%
+2,438
22 23
24
25 26