SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
+$13.2M
2
+$10.4M
3
+$9.73M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$6.53M
5
AAPL icon
Apple
AAPL
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.82%
2 Energy 6.73%
3 Consumer Staples 5.98%
4 Industrials 5.87%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
+38
602
$1K ﹤0.01%
+10
603
$1K ﹤0.01%
+13
604
$1K ﹤0.01%
+213
605
$1K ﹤0.01%
+8
606
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+50
607
$1K ﹤0.01%
+7
608
$1K ﹤0.01%
+39
609
$1K ﹤0.01%
+23
610
$1K ﹤0.01%
+24
611
$1K ﹤0.01%
+26
612
$1K ﹤0.01%
+70
613
$1K ﹤0.01%
+201
614
$1K ﹤0.01%
+50
615
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+9
616
$1K ﹤0.01%
+30
617
$1K ﹤0.01%
+39
618
$1K ﹤0.01%
+31
619
$1K ﹤0.01%
+32
620
$1K ﹤0.01%
+28
621
$1K ﹤0.01%
+55
622
$1K ﹤0.01%
+21
623
$1K ﹤0.01%
+100
624
$1K ﹤0.01%
+11
625
$1K ﹤0.01%
+1
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