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
626
$1K ﹤0.01%
+16
627
$1K ﹤0.01%
+25
628
$1K ﹤0.01%
+19
629
$1K ﹤0.01%
+30
630
$1K ﹤0.01%
+100
631
$1K ﹤0.01%
+58
632
$1K ﹤0.01%
+103
633
$1K ﹤0.01%
+82
634
$1K ﹤0.01%
+11
635
$1K ﹤0.01%
+16
636
$1K ﹤0.01%
+13
637
$1K ﹤0.01%
+10
638
$0 ﹤0.01%
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639
$0 ﹤0.01%
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640
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641
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642
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646
$0 ﹤0.01%
+126
647
$0 ﹤0.01%
+8
648
$0 ﹤0.01%
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649
$0 ﹤0.01%
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650
$0 ﹤0.01%
+9
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