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
51
$1.62M 0.54%
+31,300
52
$1.61M 0.54%
+11,376
53
$1.6M 0.54%
+117,517
54
$1.56M 0.52%
+56,282
55
$1.55M 0.52%
+37,020
56
$1.54M 0.52%
+4,889
57
$1.53M 0.51%
+17,365
58
$1.51M 0.5%
+89,722
59
$1.44M 0.48%
+12,956
60
$1.44M 0.48%
+8,269
61
$1.36M 0.46%
+16,162
62
$1.36M 0.46%
+35,388
63
$1.26M 0.42%
+29,526
64
$1.26M 0.42%
+86,251
65
$1.24M 0.41%
+9,173
66
$1.22M 0.41%
+7,082
67
$1.22M 0.41%
+24,689
68
$1.1M 0.37%
+23,355
69
$1.07M 0.36%
+10,914
70
$1.06M 0.36%
+37,321
71
$1.05M 0.35%
+29,546
72
$1.03M 0.34%
+81,692
73
$1.02M 0.34%
+6,313
74
$1.02M 0.34%
+18,930
75
$1M 0.34%
+4
1 2
3
4 5