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
676
$180K 0.01%
+1,806
677
$178K 0.01%
+10,874
678
$178K 0.01%
+2,769
679
$177K 0.01%
+1,197
680
$177K 0.01%
+3,570
681
$177K 0.01%
+7,104
682
$176K 0.01%
+3,874
683
$175K 0.01%
+5,395
684
$175K 0.01%
+3,576
685
$174K 0.01%
+6,493
686
$172K 0.01%
+18,711
687
$171K 0.01%
+7,065
688
$170K 0.01%
+50,000
689
$169K 0.01%
+2,795
690
$169K 0.01%
+5,335
691
$168K 0.01%
+2,282
692
$167K 0.01%
+1,629
693
$167K 0.01%
+4,637
694
$166K 0.01%
+5,827
695
$166K 0.01%
+1,237
696
$166K 0.01%
+11,759
697
$165K 0.01%
+1,837
698
$165K 0.01%
+25,634
699
$165K 0.01%
+9,064
700
$164K 0.01%
+5,435
26 27
28
29 30