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
626
$212K 0.02%
+11,602
627
$210K 0.02%
+2,624
628
$207K 0.02%
+8,012
629
$207K 0.02%
+11,044
630
$207K 0.02%
+3,724
631
$207K 0.02%
+3,944
632
$206K 0.02%
+12,788
633
$206K 0.02%
+1,128
634
$205K 0.02%
+5,546
635
$205K 0.02%
+3,309
636
$205K 0.02%
+19,249
637
$204K 0.02%
+19,409
638
$203K 0.02%
+12,877
639
$203K 0.02%
+3,604
640
$202K 0.02%
+12,249
641
$201K 0.02%
+4,517
642
$201K 0.02%
+6,264
643
$201K 0.02%
+4,417
644
$201K 0.02%
+16,274
645
$200K 0.02%
+8,661
646
$200K 0.02%
+2,014
647
$199K 0.02%
+5,862
648
$198K 0.02%
+1,937
649
$198K 0.02%
+11,744
650
$196K 0.02%
+2,439
24 25
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