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
601
$2K ﹤0.01%
+38
602
$1K ﹤0.01%
+213
603
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+8
604
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+50
605
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+7
606
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+39
607
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+23
608
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+24
609
$1K ﹤0.01%
+26
610
$1K ﹤0.01%
+70
611
$1K ﹤0.01%
+201
612
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+50
613
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+9
614
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+30
615
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+39
616
$1K ﹤0.01%
+31
617
$1K ﹤0.01%
+32
618
$1K ﹤0.01%
+28
619
$1K ﹤0.01%
+55
620
$1K ﹤0.01%
+21
621
$1K ﹤0.01%
+100
622
$1K ﹤0.01%
+11
623
$1K ﹤0.01%
+1
624
$1K ﹤0.01%
+124
625
$1K ﹤0.01%
+22
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