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
701
$163K 0.01%
+3,039
702
$162K 0.01%
+1,858
703
$162K 0.01%
+3,926
704
$161K 0.01%
+1,365
705
$161K 0.01%
+3,359
706
$160K 0.01%
+5,789
707
$159K 0.01%
+4,729
708
$158K 0.01%
+3,758
709
$157K 0.01%
+12,139
710
$156K 0.01%
+616
711
$156K 0.01%
+6,028
712
$156K 0.01%
+1,368
713
$156K 0.01%
+2,944
714
$152K 0.01%
+2,920
715
$152K 0.01%
+2,868
716
$152K 0.01%
+3,653
717
$152K 0.01%
+9,757
718
$151K 0.01%
+4,156
719
$150K 0.01%
+4,805
720
$149K 0.01%
+2,224
721
$149K 0.01%
+1,688
722
$149K 0.01%
+2,000
723
$148K 0.01%
+5,132
724
$148K 0.01%
+10,066
725
$148K 0.01%
+2,622
27 28
29
30 31